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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 | $17,977 | $157,296-88.6% | $141,191-87.3% | $152,897-88.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.63% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $2,137 | $5,262-59.4% | $4,736-54.9% | $4,764-55.1% |
| Participant deferral / active EE | $4,546 | $7,111-36.1% | $6,710-32.3% | $5,851-22.3% |
| Admin fee / account holder | $2,212 | $12,125-81.8% | $10,264-78.4% | $11,599-80.9% |