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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 | $11,129 | $73,546-84.9% | $63,018-82.3% | $147,586-92.5% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.8%+11.9pp | 82.8%+3.8pp |
| Annual return | 9.46% | 175.56%-166.1pp | 87.62%-78.2pp | 578.59%-569.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,140 | $4,185-48.9% | $3,330-35.7% | $5,439-60.6% |
| Admin fee / account holder | $6,494 | $5,956+9.0% | $3,601+80.4% | $10,886-40.3% |