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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 | $16,179 | $165,399-90.2% | $149,745-89.2% | $158,982-89.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 11.63% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,548 | $7,183-22.8% | $6,843-18.9% | $5,983-7.3% |
| Admin fee / account holder | $8,028 | $10,811-25.7% | $9,312-13.8% | $11,252-28.7% |