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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 | $10,842 | $107,363-89.9% | $92,909-88.3% | $152,897-92.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 27.34% | 145.63%-118.3pp | 109.44%-82.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,753 | $4,848-22.6% | $4,238-11.4% | $5,851-35.9% |
| Admin fee / account holder | $1,213 | $7,082-82.9% | $5,795-79.1% | $11,599-89.5% |