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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 | $21,259 | $185,905-88.6% | $170,057-87.5% | $139,487-84.8% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 19.01% | 60.56%-41.6pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,749 | $7,597-77.0% | $6,790-74.2% | $4,755-63.2% |
| Participant deferral / active EE | $5,055 | $11,627-56.5% | $10,411-51.4% | $6,713-24.7% |
| Admin fee / account holder | $1,044 | $15,397-93.2% | $12,826-91.9% | $11,407-90.9% |