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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 | $175,828 | $585,758-70.0% | $444,982-60.5% | $428,746-59.0% |
| Participation rate | 0.0% | 93.4%-93.4pp | 86.2%-86.2pp | 88.2%-88.2pp |
| Annual return | 16.34% | 460.81%-444.5pp | 450.47%-434.1pp | 331.92%-315.6pp |
| Employer contribution / active EE | $0 | $11,648-100.0% | $9,202-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $9,785-100.0% | $7,712-100.0% | $5,961-100.0% |
| Admin fee / account holder | $7,458 | $21,237-64.9% | $17,686-57.8% | $31,735-76.5% |