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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 | $15,549 | $76,550-79.7% | $123,894-87.4% | $62,881-75.3% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 83.61% | 18.67%+64.9pp | 47.52%+36.1pp | 20.14%+63.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,733 | $4,840+80.4% | $5,984+45.9% | $3,203+172.6% |
| Admin fee / account holder | $354 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |