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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 | $3,093 | $162,812-98.1% | $133,971-97.7% | $158,966-98.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.50% | 41.94%-33.4pp | 45.09%-36.6pp | 302.95%-294.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,185 | $5,910-46.1% | $5,047-36.9% | $5,983-46.8% |
| Admin fee / account holder | $3,091 | $11,741-73.7% | $8,929-65.4% | $11,250-72.5% |