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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 | $7,486 | $166,242-95.5% | $165,071-95.5% | $145,884-94.9% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 15.21% | 100.44%-85.2pp | 70.17%-55.0pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,711 | $5,283-67.6% | $4,347-60.7% | $4,662-63.3% |
| Participant deferral / active EE | $2,620 | $6,964-62.4% | $6,035-56.6% | $6,690-60.8% |
| Admin fee / account holder | $760 | $16,658-95.4% | $12,695-94.0% | $13,392-94.3% |