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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 | $39,593 | $137,414-71.2% | $189,545-79.1% | $85,851-53.9% |
| Participation rate | 87.8% | 84.6%+3.2pp | 87.8%0pp | 69.3%+18.5pp |
| Annual return | 12.39% | 38.14%-25.8pp | 555.36%-543.0pp | 318.63%-306.2pp |
| Employer contribution / active EE | $1,463 | $4,344-66.3% | $6,162-76.3% | $2,565-43.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $942 | $8,630-89.1% | $12,049-92.2% | $6,261-85.0% |