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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 | $19,014 | $88,672-78.6% | $105,223-81.9% | $82,448-76.9% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 16.00% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,665 | $3,048-45.4% | $3,689-54.9% | $2,551-34.7% |
| Participant deferral / active EE | $2,448 | $4,036-39.3% | $5,072-51.7% | $4,139-40.8% |
| Admin fee / account holder | $1,713 | $7,146-76.0% | $8,859-80.7% | $7,234-76.3% |