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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 | $16,441 | $183,539-91.0% | $155,556-89.4% | $145,897-88.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,314 | $5,315-75.3% | $4,675-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $3,651 | $6,467-43.5% | $5,631-35.2% | $6,689-45.4% |
| Admin fee / account holder | $1,764 | $19,275-90.9% | $15,885-88.9% | $13,390-86.8% |