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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 | $3,613 | $152,619-97.6% | $125,195-97.1% | $152,909-97.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 65.63% | 54.85%+10.8pp | 43.79%+21.8pp | 345.46%-279.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,451 | $5,869-58.2% | $4,937-50.4% | $5,851-58.1% |
| Admin fee / account holder | $423 | $13,437-96.9% | $9,704-95.6% | $11,601-96.4% |