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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 | $4,363 | $159,978-97.3% | $147,041-97.0% | $145,978-97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.77% | 98.36%-71.6pp | 419.21%-392.4pp | 550.52%-523.7pp |
| Employer contribution / active EE | $1,573 | $5,288-70.2% | $4,935-68.1% | $4,662-66.3% |
| Participant deferral / active EE | $2,709 | $8,429-67.9% | $8,071-66.4% | $6,690-59.5% |
| Admin fee / account holder | $461 | $15,053-96.9% | $13,006-96.5% | $13,400-96.6% |