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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 | $4,688 | $148,623-96.8% | $135,974-96.6% | $139,466-96.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.88% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,961 | $5,246-62.6% | $4,859-59.6% | $4,754-58.7% |
| Participant deferral / active EE | $4,806 | $8,103-40.7% | $7,760-38.1% | $6,712-28.4% |
| Admin fee / account holder | $5,961 | $12,406-52.0% | $10,767-44.6% | $11,409-47.8% |