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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 | $11,928 | $167,362-92.9% | $143,799-91.7% | $134,532-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,141 | $6,447-20.3% | $5,638-8.8% | $6,401-19.7% |
| Admin fee / account holder | $746 | $18,094-95.9% | $14,677-94.9% | $11,429-93.5% |