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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 | $22,362 | $135,956-83.6% | $123,894-82.0% | $273,972-91.8% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 5.73% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,819 | $5,170-64.8% | $4,617-60.6% | $4,869-62.6% |
| Participant deferral / active EE | $3,790 | $6,343-40.2% | $5,984-36.7% | $5,287-28.3% |
| Admin fee / account holder | $1,853 | $9,817-81.1% | $8,357-77.8% | $10,133-81.7% |