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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 | $22,185 | $202,345-89.0% | $172,755-87.2% | $152,885-85.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 20.23% | 1029.77%-1009.5pp | 802.94%-782.7pp | 345.39%-325.2pp |
| Employer contribution / active EE | $1,436 | $5,858-75.5% | $5,144-72.1% | $4,763-69.9% |
| Participant deferral / active EE | $2,174 | $5,948-63.4% | $5,198-58.2% | $5,851-62.8% |
| Admin fee / account holder | $2,190 | $17,111-87.2% | $13,955-84.3% | $11,598-81.1% |