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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 | $2,629 | $176,402-98.5% | $134,162-98.0% | $158,982-98.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.67% | 63.66%-58.0pp | 36.35%-30.7pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,173 | $4,093-46.9% | $3,500-37.9% | $5,983-63.7% |
| Admin fee / account holder | $1,146 | $8,719-86.9% | $6,685-82.9% | $11,252-89.8% |