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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 | $6,657 | $100,911-93.4% | $90,440-92.6% | $158,966-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.77% | 1726.62%-1716.9pp | 1294.38%-1284.6pp | 302.95%-293.2pp |
| Employer contribution / active EE | $497 | $3,690-86.5% | $3,263-84.8% | $4,762-89.6% |
| Participant deferral / active EE | $1,572 | $4,348-63.8% | $3,964-60.3% | $5,983-73.7% |
| Admin fee / account holder | $545 | $6,507-91.6% | $5,615-90.3% | $11,250-95.2% |