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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 | $14,427 | $134,817-89.3% | $123,973-88.4% | $155,188-90.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 15.99% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,463 | $4,425-66.9% | $4,126-64.5% | $4,248-65.6% |
| Participant deferral / active EE | $2,551 | $5,706-55.3% | $5,247-51.4% | $6,531-60.9% |
| Admin fee / account holder | $821 | $13,245-93.8% | $11,799-93.0% | $14,480-94.3% |