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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 | $16,236 | $56,197-71.1% | $67,652-76.0% | $59,633-72.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 29.53% | 18508.10%-18478.6pp | 6625.40%-6595.9pp | 2041.45%-2011.9pp |
| Employer contribution / active EE | $762 | $1,615-52.8% | $2,266-66.4% | $2,203-65.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $447 | $3,958-88.7% | $4,821-90.7% | $4,297-89.6% |