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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 | $19,076 | $178,174-89.3% | $156,181-87.8% | $137,256-86.1% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.8%-0.6pp | 80.0%-1.7pp |
| Annual return | 16.69% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,814 | $4,972-63.5% | $4,294-57.8% | $4,156-56.4% |
| Participant deferral / active EE | $3,526 | $6,888-48.8% | $6,132-42.5% | $6,407-45.0% |
| Admin fee / account holder | $6,132 | $17,404-64.8% | $14,586-58.0% | $12,270-50.0% |