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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 | $23,814 | $223,823-89.4% | $211,142-88.7% | $154,746-84.6% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 18.47% | 50.39%-31.9pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,835 | $6,787-43.5% | $6,442-40.5% | $4,379-12.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,123 | $19,707-84.2% | $19,076-83.6% | $14,365-78.3% |