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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 | $100,895-94.7% | $90,430-94.1% | $158,950-96.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 6.23% | 1725.54%-1719.3pp | 1293.73%-1287.5pp | 302.91%-296.7pp |
| Employer contribution / active EE | $1,001 | $3,689-72.9% | $3,262-69.3% | $4,762-79.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,851 | $6,505-71.5% | $5,613-67.0% | $11,248-83.5% |