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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 | $4,199 | $226,090-98.1% | $182,531-97.7% | $152,885-97.3% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.5%-4.7pp |
| Annual return | 13.16% | 192.57%-179.4pp | 148.57%-135.4pp | 345.39%-332.2pp |
| Employer contribution / active EE | $1,012 | $4,978-79.7% | $4,075-75.2% | $4,763-78.7% |
| Participant deferral / active EE | $1,829 | $6,369-71.3% | $5,525-66.9% | $5,851-68.7% |
| Admin fee / account holder | $505 | $10,705-95.3% | $8,593-94.1% | $11,598-95.6% |