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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 | $18,484 | $201,344-90.8% | $184,243-90.0% | $145,877-87.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 22.08% | 29.01%-6.9pp | 28.82%-6.7pp | 551.28%-529.2pp |
| Employer contribution / active EE | $1,464 | $7,022-79.2% | $6,427-77.2% | $4,663-68.6% |
| Participant deferral / active EE | $4,525 | $9,807-53.9% | $9,132-50.5% | $6,691-32.4% |
| Admin fee / account holder | $2,709 | $16,382-83.5% | $13,914-80.5% | $13,402-79.8% |