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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 | $59,028 | $224,072-73.7% | $220,428-73.2% | $254,173-76.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 14.69% | 99.74%-85.1pp | 90.61%-75.9pp | 259.17%-244.5pp |
| Employer contribution / active EE | $13,333 | $35,080-62.0% | $32,730-59.3% | $41,471-67.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $425 | $13,610-96.9% | $12,805-96.7% | $21,502-98.0% |