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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 | $17,331 | $144,130-88.0% | $117,861-85.3% | $147,586-88.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 9.75% | 531.20%-521.4pp | 335.11%-325.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,179 | $4,897-75.9% | $3,786-68.9% | $4,876-75.8% |
| Participant deferral / active EE | $2,014 | $5,316-62.1% | $4,482-55.1% | $5,439-63.0% |
| Admin fee / account holder | $4,287 | $10,887-60.6% | $8,021-46.6% | $10,886-60.6% |