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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 | $14,544 | $160,028-90.9% | $147,080-90.1% | $145,884-90.0% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 14.33% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,785 | $5,286-66.2% | $4,933-63.8% | $4,662-61.7% |
| Participant deferral / active EE | $4,081 | $8,422-51.5% | $8,066-49.4% | $6,690-39.0% |
| Admin fee / account holder | $347 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |