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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 | $16,663 | $166,268-90.0% | $165,100-89.9% | $145,897-88.6% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 10.44% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,686 | $6,964-18.4% | $6,035-5.8% | $6,689-15.0% |
| Admin fee / account holder | $17,751 | $16,659+6.6% | $12,696+39.8% | $13,390+32.6% |