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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 | $718 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 91.7% | 64.0%+27.7pp | 56.3%+35.4pp | 79.9%+11.7pp |
| Annual return | 19.91% | 248.26%-228.4pp | 358.33%-338.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $431 | $2,274-81.0% | $1,813-76.2% | $6,396-93.3% |
| Admin fee / account holder | $402 | $2,724-85.2% | $2,460-83.6% | $12,562-96.8% |