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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 | $6,694 | $154,228-95.7% | $145,433-95.4% | $137,256-95.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 26.44% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,679 | $8,216-55.2% | $7,897-53.4% | $6,407-42.6% |
| Admin fee / account holder | $6,855 | $14,344-52.2% | $13,129-47.8% | $12,270-44.1% |