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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 | $112,312 | $263,436-57.4% | $305,030-63.2% | $254,510-55.9% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 3.88% | 288.76%-284.9pp | 380.66%-376.8pp | 259.14%-255.3pp |
| Employer contribution / active EE | $12,667 | $47,316-73.2% | $45,083-71.9% | $41,471-69.5% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $967 | $13,313-92.7% | $12,800-92.4% | $21,546-95.5% |