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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 | $4,068 | $104,953-96.1% | $84,637-95.2% | $152,909-97.3% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 20.44% | 373.94%-353.5pp | 258.82%-238.4pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,091 | $4,691-76.7% | $3,900-72.0% | $5,851-81.4% |
| Admin fee / account holder | $728 | $6,244-88.3% | $4,914-85.2% | $11,601-93.7% |