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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 | $7,572 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 25.59% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,563 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $2,661 | $8,216-67.6% | $7,897-66.3% | $6,407-58.5% |
| Admin fee / account holder | $1,364 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |