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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 | $12,097 | $181,062-93.3% | $158,223-92.4% | $155,188-92.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 15.24% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,550 | $4,565-66.1% | $4,109-62.3% | $4,248-63.5% |
| Participant deferral / active EE | $3,859 | $6,134-37.1% | $5,467-29.4% | $6,531-40.9% |
| Admin fee / account holder | $7,154 | $18,825-62.0% | $16,047-55.4% | $14,480-50.6% |