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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 | $33,542 | $171,492-80.4% | $150,734-77.7% | $198,609-83.1% |
| Participation rate | 76.9% | 81.4%-4.5pp | 78.4%-1.5pp | 82.4%-5.5pp |
| Annual return | 18.21% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,154 | $5,470-60.6% | $4,918-56.2% | $5,055-57.4% |
| Participant deferral / active EE | $4,879 | $6,259-22.1% | $5,610-13.0% | $6,977-30.1% |
| Admin fee / account holder | $722 | $17,628-95.9% | $14,905-95.2% | $19,030-96.2% |