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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,842 | $180,459-92.3% | $154,108-91.0% | $135,380-89.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.35% | 888.21%-888.6pp | 735.21%-735.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $1,399 | $6,035-76.8% | $5,298-73.6% | $4,779-70.7% |
| Participant deferral / active EE | $2,372 | $5,806-59.2% | $5,081-53.3% | $5,609-57.7% |
| Admin fee / account holder | $1,450 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |