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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 | $0 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.99% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,470 | $4,890-29.0% | $4,624-25.0% | $4,379-20.8% |
| Participant deferral / active EE | $9,021 | $8,341+8.2% | $8,004+12.7% | $6,730+34.0% |
| Admin fee / account holder | $219,837 | $15,759+1295.0% | $14,398+1426.9% | $14,365+1430.3% |