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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 | $18,933 | $180,459-89.5% | $154,108-87.7% | $135,380-86.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 0.53% | 888.21%-887.7pp | 735.21%-734.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,982 | $5,806-14.2% | $5,081-1.9% | $5,609-11.2% |
| Admin fee / account holder | $336 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |