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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 | $27,267 | $227,399-88.0% | $189,758-85.6% | $198,609-86.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 6.69% | 61.03%-54.3pp | 52.62%-45.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $1,598 | $5,526-71.1% | $4,767-66.5% | $5,055-68.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,626 | $25,162-89.6% | $20,388-87.1% | $19,030-86.2% |