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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 | $14,051 | $198,457-92.9% | $170,435-91.8% | $147,586-90.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 24.66% | 257.30%-232.6pp | 205.94%-181.3pp | 578.59%-553.9pp |
| Employer contribution / active EE | $2,422 | $6,183-60.8% | $5,432-55.4% | $4,876-50.3% |
| Participant deferral / active EE | $2,447 | $5,629-56.5% | $4,939-50.5% | $5,439-55.0% |
| Admin fee / account holder | $1,777 | $16,852-89.5% | $13,881-87.2% | $10,886-83.7% |