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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% | $155,574-91.5% | $145,877-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.19% | 61.37%-40.2pp | 64.87%-43.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,444 | $6,466-31.3% | $5,629-21.1% | $6,691-33.6% |
| Admin fee / account holder | $537 | $19,316-97.2% | $15,914-96.6% | $13,402-96.0% |