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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 | $14,007 | $175,231-92.0% | $149,696-90.6% | $139,466-90.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.05% | 166.77%-136.7pp | 134.46%-104.4pp | 373.66%-343.6pp |
| Employer contribution / active EE | $2,111 | $5,478-61.5% | $4,821-56.2% | $4,754-55.6% |
| Participant deferral / active EE | $3,478 | $6,521-46.7% | $5,682-38.8% | $6,712-48.2% |
| Admin fee / account holder | $671 | $16,155-95.8% | $13,212-94.9% | $11,409-94.1% |