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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 | $16,214 | $161,352-90.0% | $134,172-87.9% | $137,256-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 48.30% | 28.72%+19.6pp | 25.30%+23.0pp | 220.34%-172.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,236 | $5,552+210.4% | $4,690+267.5% | $6,407+169.0% |
| Admin fee / account holder | $25,214 | $15,028+67.8% | $12,016+109.8% | $12,270+105.5% |