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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 | $19,992 | $168,636-88.1% | $147,618-86.5% | $125,388-84.1% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | 2.57% | 77.65%-75.1pp | 61.98%-59.4pp | 282.24%-279.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,921 | $5,507-47.0% | $4,895-40.3% | $5,352-45.4% |
| Admin fee / account holder | $389 | $13,580-97.1% | $11,612-96.7% | $9,541-95.9% |