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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 | $20,153 | $178,174-88.7% | $156,181-87.1% | $137,256-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.58% | 84.19%-64.6pp | 64.87%-45.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,824 | $4,972-63.3% | $4,294-57.5% | $4,156-56.1% |
| Participant deferral / active EE | $5,555 | $6,888-19.4% | $6,132-9.4% | $6,407-13.3% |
| Admin fee / account holder | $679 | $17,404-96.1% | $14,586-95.3% | $12,270-94.5% |