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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 | $61 | $148,629-100.0% | $135,982-100.0% | $139,487-100.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.04% | 79.33%-66.3pp | 68.32%-55.3pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $51,167 | $8,102+531.5% | $7,760+559.4% | $6,713+662.2% |
| Admin fee / account holder | $76,695 | $12,406+518.2% | $10,767+612.3% | $11,407+572.3% |