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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 | $16,157 | $150,447-89.3% | $136,298-88.1% | $147,586-89.1% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 20.34% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,298 | $5,256-56.3% | $4,696-51.1% | $4,876-52.9% |
| Participant deferral / active EE | $3,278 | $6,631-50.6% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $1,368 | $10,906-87.5% | $9,244-85.2% | $10,886-87.4% |