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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 | $8,731 | $99,011-91.2% | $86,582-89.9% | $147,586-94.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.30% | 1312.75%-1292.4pp | 965.08%-944.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,142 | $3,132-63.5% | $2,839-59.8% | $4,876-76.6% |
| Participant deferral / active EE | $2,436 | $3,972-38.7% | $3,609-32.5% | $5,439-55.2% |
| Admin fee / account holder | $401 | $5,709-93.0% | $4,904-91.8% | $10,886-96.3% |