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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 | $13,286 | $183,592-92.8% | $155,567-91.5% | $145,959-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.19% | 61.24%-40.0pp | 64.74%-43.5pp | 561.95%-540.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,444 | $6,464-31.3% | $5,628-21.0% | $6,689-33.6% |
| Admin fee / account holder | $537 | $19,318-97.2% | $15,916-96.6% | $13,398-96.0% |