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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 | $14,640 | $208,088-93.0% | $186,193-92.1% | $154,746-90.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 17.20% | 89.97%-72.8pp | 78.03%-60.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,739 | $7,078-47.2% | $6,513-42.6% | $6,730-44.4% |
| Admin fee / account holder | $4,303 | $11,698-63.2% | $11,058-61.1% | $14,365-70.0% |