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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 | $12,624 | $112,933-88.8% | $90,970-86.1% | $158,982-92.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.72% | 215.82%-202.1pp | 134.60%-120.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,614 | $2,893-9.7% | $2,122+23.2% | $4,763-45.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $627 | $8,047-92.2% | $5,961-89.5% | $11,252-94.4% |