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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 | $17,495 | $202,342-91.4% | $172,753-89.9% | $152,909-88.6% |
| Participation rate | 82.6% | 87.1%-4.4pp | 82.6%0pp | 82.5%+0.2pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,706 | $5,857-70.9% | $5,144-66.8% | $4,764-64.2% |
| Participant deferral / active EE | $4,526 | $5,948-23.9% | $5,198-12.9% | $5,851-22.7% |
| Admin fee / account holder | $661 | $17,112-96.1% | $13,956-95.3% | $11,601-94.3% |