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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 | $17,142 | $125,193-86.3% | $105,591-83.8% | $145,978-88.3% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 9.48% | 225.53%-216.0pp | 116.43%-106.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,588 | $3,718-57.3% | $3,166-49.8% | $4,662-65.9% |
| Participant deferral / active EE | $4,097 | $5,708-28.2% | $5,008-18.2% | $6,690-38.8% |
| Admin fee / account holder | $1,367 | $17,277-92.1% | $11,024-87.6% | $13,400-89.8% |