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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 | $19,667 | $88,672-77.8% | $105,223-81.3% | $82,448-76.1% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 21.05% | 30.86%-9.8pp | 180.65%-159.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,971 | $3,048-35.3% | $3,689-46.6% | $2,551-22.7% |
| Participant deferral / active EE | $3,484 | $4,036-13.7% | $5,072-31.3% | $4,139-15.8% |
| Admin fee / account holder | $1,334 | $7,146-81.3% | $8,859-84.9% | $7,234-81.6% |