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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 | $24,040 | $209,428-88.5% | $178,498-86.5% | $158,950-84.9% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 12.52% | 188.78%-176.3pp | 151.09%-138.6pp | 302.91%-290.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,249 | $5,955-62.2% | $5,202-56.8% | $5,983-62.4% |
| Admin fee / account holder | $2,168 | $17,077-87.3% | $13,985-84.5% | $11,248-80.7% |