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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 | $910 | $29,319-96.9% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 84.6% | 46.9%+37.8pp | 55.6%+29.0pp | 68.1%+16.5pp |
| Annual return | 15.96% | 535.20%-519.2pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $598 | $1,171-49.0% | $1,790-66.6% | $4,139-85.6% |
| Admin fee / account holder | $516 | $1,962-73.7% | $2,495-79.3% | $7,234-92.9% |