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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 | $22,821 | $102,393-77.7% | $147,041-84.5% | $80,911-71.8% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 14.18% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.5pp |
| Employer contribution / active EE | $2,048 | $3,715-44.9% | $4,935-58.5% | $2,756-25.7% |
| Participant deferral / active EE | $4,933 | $6,647-25.8% | $8,071-38.9% | $4,297+14.8% |
| Admin fee / account holder | $509 | $7,943-93.6% | $13,006-96.1% | $6,935-92.7% |