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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 | $5,391 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,317 | $5,245-36.8% | $4,815-31.1% | $4,741-30.0% |
| Participant deferral / active EE | $3,317 | $7,801-57.5% | $7,448-55.5% | $6,401-48.2% |
| Admin fee / account holder | $1,006 | $11,568-91.3% | $10,007-89.9% | $11,429-91.2% |