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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 | $8,674 | $176,688-95.1% | $130,660-93.4% | $152,909-94.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 28.62% | 2693.08%-2664.5pp | 1709.29%-1680.7pp | 345.46%-316.8pp |
| Employer contribution / active EE | $2,083 | $5,743-63.7% | $4,092-49.1% | $4,764-56.3% |
| Participant deferral / active EE | $2,083 | $4,362-52.2% | $3,603-42.2% | $5,851-64.4% |
| Admin fee / account holder | $527 | $7,131-92.6% | $5,463-90.4% | $11,601-95.5% |