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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 | $8,969 | $77,449-88.4% | $69,483-87.1% | $152,909-94.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 27.95% | 39.09%-11.1pp | 28.99%-1.0pp | 345.46%-317.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,491 | $4,415-20.9% | $3,537-1.3% | $5,851-40.3% |
| Admin fee / account holder | $1,189 | $6,210-80.9% | $3,841-69.0% | $11,601-89.7% |