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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 | $2,088 | $126,113-98.3% | $116,096-98.2% | $155,188-98.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 73.3%-73.3pp | 80.8%-80.8pp |
| Annual return | 16.51% | 391.72%-375.2pp | 326.25%-309.7pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,070 | $8,045-49.4% | $7,704-47.2% | $14,480-71.9% |