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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 | $150,212 | $194,546-22.8% | $177,138-15.2% | $461,066-67.4% |
| Participation rate | 100.0% | 87.7%+12.3pp | 80.4%+19.6pp | 87.7%+12.3pp |
| Annual return | 7.99% | -1.68%+9.7pp | -1.47%+9.5pp | 484.84%-476.9pp |
| Employer contribution / active EE | $0 | $3,127-100.0% | $2,899-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,619-100.0% | $4,283-100.0% | $6,032-100.0% |
| Admin fee / account holder | $8,165 | $31,625-74.2% | $26,176-68.8% | $28,147-71.0% |