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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 | $701 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 95.0% | 63.9%+31.1pp | 55.6%+39.4pp | 80.0%+15.0pp |
| Annual return | 11.89% | 219.11%-207.2pp | 302.12%-290.2pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $361 | $2,288-84.2% | $1,790-79.8% | $6,407-94.4% |
| Admin fee / account holder | $1,252 | $2,844-56.0% | $2,495-49.8% | $12,270-89.8% |