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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 | $129,316 | $326,582-60.4% | $319,634-59.5% | $254,173-49.1% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 9.15% | 204.13%-195.0pp | 175.18%-166.0pp | 259.17%-250.0pp |
| Employer contribution / active EE | $30,134 | $43,384-30.5% | $38,590-21.9% | $41,471-27.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $2,671 | $3,517-24.0% | $3,298-19.0% | $21,502-87.6% |