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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 | $21,181 | $178,174-88.1% | $156,181-86.4% | $137,256-84.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.76% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,776 | $4,972-64.3% | $4,294-58.7% | $4,156-57.3% |
| Participant deferral / active EE | $2,937 | $6,888-57.4% | $6,132-52.1% | $6,407-54.2% |
| Admin fee / account holder | $13,239 | $17,404-23.9% | $14,586-9.2% | $12,270+7.9% |