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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 | $129,737-88.9% | $119,126-87.9% | $154,746-90.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 15.99% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,463 | $4,375-66.6% | $4,034-63.7% | $4,379-66.6% |
| Participant deferral / active EE | $2,551 | $5,842-56.3% | $5,318-52.0% | $6,730-62.1% |
| Admin fee / account holder | $821 | $11,961-93.1% | $10,693-92.3% | $14,365-94.3% |