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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 | $3,050 | $96,388-96.8% | $80,627-96.2% | $139,466-97.8% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 29.22% | 1352.08%-1322.9pp | 936.76%-907.5pp | 373.66%-344.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,249 | $5,224-56.9% | $4,443-49.4% | $6,712-66.5% |
| Admin fee / account holder | $403 | $6,603-93.9% | $5,381-92.5% | $11,409-96.5% |