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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 | $17,274 | $226,135-92.4% | $182,558-90.5% | $152,909-88.7% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.5%-3.9pp |
| Annual return | 20.11% | 192.60%-172.5pp | 148.59%-128.5pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,120 | $4,979-77.5% | $4,076-72.5% | $4,764-76.5% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $882 | $10,707-91.8% | $8,594-89.7% | $11,601-92.4% |