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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 | $19,355 | $157,304-87.7% | $141,197-86.3% | $152,909-87.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,068 | $5,263-79.7% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $5,079 | $7,111-28.6% | $6,710-24.3% | $5,851-13.2% |
| Admin fee / account holder | $3,055 | $12,126-74.8% | $10,265-70.2% | $11,601-73.7% |