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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 | $13,502 | $212,777-93.7% | $173,703-92.2% | $198,609-93.2% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 12.71% | 18.82%-6.1pp | 17.46%-4.7pp | 202.70%-190.0pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,518 | $19,536-56.4% | $15,562-45.3% | $19,030-55.2% |