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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 | $11,824 | $183,592-93.6% | $155,567-92.4% | $145,959-91.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.22% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,911 | $5,315-64.0% | $4,674-59.1% | $4,661-59.0% |
| Participant deferral / active EE | $1,965 | $6,464-69.6% | $5,628-65.1% | $6,689-70.6% |
| Admin fee / account holder | $1,332 | $19,318-93.1% | $15,916-91.6% | $13,398-90.1% |