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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 | $11,770 | $99,011-88.1% | $86,582-86.4% | $147,586-92.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.19% | 1312.75%-1300.6pp | 965.08%-952.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $787 | $3,132-74.9% | $2,839-72.3% | $4,876-83.9% |
| Participant deferral / active EE | $886 | $3,972-77.7% | $3,609-75.5% | $5,439-83.7% |
| Admin fee / account holder | $658 | $5,709-88.5% | $4,904-86.6% | $10,886-94.0% |