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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 | $16,686 | $209,405-92.0% | $178,486-90.7% | $158,931-89.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.54% | 188.77%-176.2pp | 151.08%-138.5pp | 302.86%-290.3pp |
| Employer contribution / active EE | $2,322 | $5,707-59.3% | $5,011-53.7% | $4,761-51.2% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,553 | $17,076-90.9% | $13,985-88.9% | $11,247-86.2% |