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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 | $16,242 | $148,582-89.1% | $135,942-88.1% | $139,456-88.4% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 23.66% | 79.26%-55.6pp | 68.28%-44.6pp | 373.45%-349.8pp |
| Employer contribution / active EE | $1,299 | $5,245-75.2% | $4,858-73.3% | $4,753-72.7% |
| Participant deferral / active EE | $3,501 | $8,101-56.8% | $7,759-54.9% | $6,711-47.8% |
| Admin fee / account holder | $929 | $12,402-92.5% | $10,764-91.4% | $11,407-91.9% |