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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 | $15,081 | $107,363-86.0% | $92,909-83.8% | $152,897-90.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 26.78% | 145.63%-118.9pp | 109.44%-82.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,372 | $4,222-67.5% | $3,653-62.5% | $4,764-71.2% |
| Participant deferral / active EE | $3,103 | $4,848-36.0% | $4,238-26.8% | $5,851-47.0% |
| Admin fee / account holder | $733 | $7,082-89.7% | $5,795-87.4% | $11,599-93.7% |