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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 | $14,432 | $156,398-90.8% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.41% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,044 | $8,237-14.5% | $7,906-10.9% | $6,396+10.1% |
| Admin fee / account holder | $6,232 | $14,976-58.4% | $13,708-54.5% | $12,562-50.4% |