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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 | $5,338 | $100,911-94.7% | $90,440-94.1% | $158,966-96.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | 6.23% | 1726.62%-1720.4pp | 1294.38%-1288.2pp | 302.95%-296.7pp |
| Employer contribution / active EE | $1,001 | $3,690-72.9% | $3,263-69.3% | $4,762-79.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,851 | $6,507-71.6% | $5,615-67.0% | $11,250-83.5% |