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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 | $18,024 | $228,395-92.1% | $185,861-90.3% | $158,982-88.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 21.45% | 40.82%-19.4pp | 35.96%-14.5pp | 302.99%-281.5pp |
| Employer contribution / active EE | $773 | $4,968-84.4% | $4,088-81.1% | $4,763-83.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,639 | $11,869-77.8% | $9,503-72.2% | $11,252-76.5% |