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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 | $10,648 | $185,141-94.2% | $153,416-93.1% | $155,188-93.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 0.00% | 18.72%-18.7pp | 17.84%-17.8pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,292 | $5,477+87.9% | $4,723+117.9% | $6,531+57.6% |
| Admin fee / account holder | $550 | $16,005-96.6% | $13,095-95.8% | $14,480-96.2% |