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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 | $21,479 | $144,130-85.1% | $117,861-81.8% | $147,586-85.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 18.64% | 531.20%-512.6pp | 335.11%-316.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,219 | $5,316-1.8% | $4,482+16.4% | $5,439-4.0% |
| Admin fee / account holder | $319 | $10,887-97.1% | $8,021-96.0% | $10,886-97.1% |