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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 | $130,556 | $263,436-50.4% | $305,030-57.2% | $254,173-48.6% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 14.63% | 288.76%-274.1pp | 380.66%-366.0pp | 259.17%-244.5pp |
| Employer contribution / active EE | $17,303 | $47,316-63.4% | $45,083-61.6% | $41,471-58.3% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $895 | $13,313-93.3% | $12,800-93.0% | $21,502-95.8% |