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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 | $5,894 | $168,635-96.5% | $147,617-96.0% | $125,389-95.3% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 2.28% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,713 | $5,507-50.7% | $4,895-44.6% | $5,352-49.3% |
| Admin fee / account holder | $11,018 | $13,580-18.9% | $11,612-5.1% | $9,541+15.5% |