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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 | $12,210 | $225,673-94.6% | $203,872-94.0% | $155,188-92.1% |
| Participation rate | 77.3% | 80.3%-3.0pp | 77.8%-0.5pp | 80.8%-3.5pp |
| Annual return | 20.65% | 95.91%-75.3pp | 85.11%-64.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $817 | $4,099-80.1% | $3,757-78.3% | $4,248-80.8% |
| Participant deferral / active EE | $1,912 | $6,893-72.3% | $6,388-70.1% | $6,531-70.7% |
| Admin fee / account holder | $410 | $12,327-96.7% | $11,730-96.5% | $14,480-97.2% |