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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 | $14,136 | $157,296-91.0% | $141,191-90.0% | $152,897-90.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 30.33% | 64.34%-34.0pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $1,011 | $5,262-80.8% | $4,736-78.7% | $4,764-78.8% |
| Participant deferral / active EE | $3,930 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $1,929 | $12,125-84.1% | $10,264-81.2% | $11,599-83.4% |