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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 | $17,562 | $165,939-89.4% | $122,354-85.6% | $147,586-88.1% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 10.96% | 34.56%-23.6pp | 30.28%-19.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,608 | $4,005-59.8% | $3,287-51.1% | $5,439-70.4% |
| Admin fee / account holder | $3,003 | $7,425-59.6% | $5,479-45.2% | $10,886-72.4% |