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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 | $447 | $69,118-99.4% | $53,647-99.2% | $138,895-99.7% |
| Participation rate | 70.0% | 64.0%+6.0pp | 56.3%+13.7pp | 79.9%-9.9pp |
| Annual return | 38.36% | 248.26%-209.9pp | 358.33%-320.0pp | 145.39%-107.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $400 | $2,274-82.4% | $1,813-77.9% | $6,396-93.7% |
| Admin fee / account holder | $407 | $2,724-85.1% | $2,460-83.5% | $12,562-96.8% |