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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 | $9,650 | $159,978-94.0% | $147,041-93.4% | $145,978-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,560 | $5,288-51.6% | $4,935-48.1% | $4,662-45.1% |
| Participant deferral / active EE | $2,588 | $8,429-69.3% | $8,071-67.9% | $6,690-61.3% |
| Admin fee / account holder | $2,071 | $15,053-86.2% | $13,006-84.1% | $13,400-84.5% |