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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 | $16,538 | $176,786-90.6% | $146,643-88.7% | $167,536-90.1% |
| Participation rate | 76.2% | 83.6%-7.4pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 14.06% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,350 | $6,440-32.5% | $5,506-21.0% | $6,342-31.4% |
| Admin fee / account holder | $392 | $13,262-97.0% | $10,280-96.2% | $12,315-96.8% |