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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 | $289,211-94.9% | $260,467-94.4% | $198,609-92.6% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 17.20% | 112.90%-95.7pp | 100.60%-83.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,739 | $6,812-45.1% | $6,319-40.8% | $6,977-46.4% |
| Admin fee / account holder | $4,303 | $16,236-73.5% | $15,461-72.2% | $19,030-77.4% |