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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 | $24,637 | $171,492-85.6% | $150,734-83.7% | $198,609-87.6% |
| Participation rate | 73.3% | 81.4%-8.1pp | 78.4%-5.1pp | 82.4%-9.0pp |
| Annual return | 18.58% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,709 | $5,470-68.8% | $4,918-65.3% | $5,055-66.2% |
| Participant deferral / active EE | $3,549 | $6,259-43.3% | $5,610-36.7% | $6,977-49.1% |
| Admin fee / account holder | $4,353 | $17,628-75.3% | $14,905-70.8% | $19,030-77.1% |