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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 | $703 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 22.29% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $448 | $2,288-80.4% | $1,790-75.0% | $6,407-93.0% |
| Admin fee / account holder | $601 | $2,844-78.9% | $2,495-75.9% | $12,270-95.1% |