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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 | $166,020-95.5% | $164,866-95.5% | $145,959-94.9% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 19.60% | 100.08%-80.5pp | 69.97%-50.4pp | 561.95%-542.4pp |
| Employer contribution / active EE | $2,519 | $5,275-52.2% | $4,343-42.0% | $4,661-46.0% |
| Participant deferral / active EE | $3,654 | $6,961-47.5% | $6,033-39.4% | $6,689-45.4% |
| Admin fee / account holder | $2,333 | $16,644-86.0% | $12,689-81.6% | $13,398-82.6% |