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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 | $13,916 | $160,070-91.3% | $147,117-90.5% | $145,897-90.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.37% | 98.69%-79.3pp | 420.54%-401.2pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,758 | $8,419-31.6% | $8,065-28.6% | $6,689-13.9% |
| Admin fee / account holder | $7,262 | $15,035-51.7% | $12,993-44.1% | $13,390-45.8% |