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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 | $10,164 | $107,363-90.5% | $92,909-89.1% | $152,897-93.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 42.70% | 145.63%-102.9pp | 109.44%-66.7pp | 345.43%-302.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,980 | $4,848+2.7% | $4,238+17.5% | $5,851-14.9% |
| Admin fee / account holder | $1,048 | $7,082-85.2% | $5,795-81.9% | $11,599-91.0% |