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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 | $9,012 | $77,449-88.4% | $69,483-87.0% | $152,909-94.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.52% | 39.09%-20.6pp | 28.99%-10.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,085 | $4,415-30.1% | $3,537-12.8% | $5,851-47.3% |
| Admin fee / account holder | $1,267 | $6,210-79.6% | $3,841-67.0% | $11,601-89.1% |