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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 | $10,498 | $112,131-90.6% | $95,964-89.1% | $158,982-93.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.31% | 171.19%-158.9pp | 91.64%-79.3pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,505 | $4,784-47.6% | $4,167-39.9% | $5,983-58.1% |
| Admin fee / account holder | $609 | $10,136-94.0% | $6,797-91.0% | $11,252-94.6% |