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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 | $9,606 | $171,930-94.4% | $151,266-93.6% | $154,746-93.8% |
| Participation rate | 0.0% | 80.5%-80.5pp | 77.0%-77.0pp | 80.7%-80.7pp |
| Annual return | 13.20% | 242.03%-228.8pp | 180.60%-167.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,332 | $15,803-34.6% | $13,159-21.5% | $14,365-28.1% |