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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 | $9,540 | $211,288-95.5% | $178,540-94.7% | $145,884-93.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.66% | 30.27%-6.6pp | 27.15%-3.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,822 | $6,967-45.1% | $6,281-39.1% | $6,690-42.9% |
| Admin fee / account holder | $2,878 | $12,105-76.2% | $10,424-72.4% | $13,392-78.5% |