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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 | $7,429 | $166,268-95.5% | $165,100-95.5% | $145,897-94.9% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 19.60% | 100.52%-80.9pp | 70.21%-50.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,519 | $5,284-52.3% | $4,348-42.1% | $4,663-46.0% |
| Participant deferral / active EE | $3,654 | $6,964-47.5% | $6,035-39.5% | $6,689-45.4% |
| Admin fee / account holder | $2,333 | $16,659-86.0% | $12,696-81.6% | $13,390-82.6% |