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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 | $7,257 | $106,008-93.2% | $92,240-92.1% | $147,586-95.1% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 20.10% | 50.05%-29.9pp | 176.29%-156.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,993 | $4,333-54.0% | $3,680-45.8% | $4,876-59.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,600 | $6,333-74.7% | $5,194-69.2% | $10,886-85.3% |