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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 | $1,316 | $72,071-98.2% | $68,368-98.1% | $137,256-99.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.09% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $644 | $4,410-85.4% | $4,123-84.4% | $6,407-90.0% |
| Admin fee / account holder | $315 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |