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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 | $22,187 | $185,883-88.1% | $170,043-87.0% | $139,466-84.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 23.37% | 60.54%-37.2pp | 53.40%-30.0pp | 373.66%-350.3pp |
| Employer contribution / active EE | $1,718 | $7,596-77.4% | $6,790-74.7% | $4,754-63.9% |
| Participant deferral / active EE | $3,436 | $11,626-70.4% | $10,410-67.0% | $6,712-48.8% |
| Admin fee / account holder | $1,316 | $15,393-91.5% | $12,824-89.7% | $11,409-88.5% |