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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 | $598 | $69,118-99.1% | $53,647-98.9% | $138,895-99.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 6.64% | 248.26%-241.6pp | 358.33%-351.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $840 | $2,274-63.1% | $1,813-53.7% | $6,396-86.9% |
| Admin fee / account holder | $652 | $2,724-76.1% | $2,460-73.5% | $12,562-94.8% |