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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 | $5,981 | $77,416-92.3% | $69,464-91.4% | $152,897-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,575 | $3,315+7.9% | $2,779+28.6% | $4,764-25.0% |
| Participant deferral / active EE | $3,288 | $4,413-25.5% | $3,536-7.0% | $5,851-43.8% |
| Admin fee / account holder | $329 | $6,208-94.7% | $3,840-91.4% | $11,599-97.2% |