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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 | $14,020 | $150,446-90.7% | $136,297-89.7% | $147,585-90.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.37% | 1049.14%-1032.8pp | 5156.19%-5139.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $3,432 | $5,256-34.7% | $4,696-26.9% | $4,876-29.6% |
| Participant deferral / active EE | $3,565 | $6,631-46.2% | $6,247-42.9% | $5,439-34.5% |
| Admin fee / account holder | $2,443 | $10,906-77.6% | $9,244-73.6% | $10,886-77.6% |