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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 | $162,967-90.1% | $135,792-88.1% | $138,895-88.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 48.30% | 30.08%+18.2pp | 25.96%+22.3pp | 145.39%-97.1pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,236 | $5,640+205.6% | $4,759+262.2% | $6,396+169.5% |
| Admin fee / account holder | $25,214 | $15,306+64.7% | $12,266+105.6% | $12,562+100.7% |