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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 | $152,968 | $263,436-41.9% | $305,030-49.9% | $254,173-39.8% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 5.84% | 288.76%-282.9pp | 380.66%-374.8pp | 259.17%-253.3pp |
| Employer contribution / active EE | $33,333 | $47,316-29.6% | $45,083-26.1% | $41,471-19.6% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $13,343 | $13,313+0.2% | $12,800+4.2% | $21,502-37.9% |