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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 | $23,852 | $198,461-88.0% | $170,436-86.0% | $147,585-83.8% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 10.82% | 257.30%-246.5pp | 205.94%-195.1pp | 578.57%-567.8pp |
| Employer contribution / active EE | $2,569 | $6,184-58.4% | $5,433-52.7% | $4,876-47.3% |
| Participant deferral / active EE | $2,724 | $5,629-51.6% | $4,939-44.9% | $5,439-49.9% |
| Admin fee / account holder | $3,466 | $16,852-79.4% | $13,880-75.0% | $10,885-68.2% |