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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 | $156,398-95.7% | $147,318-95.5% | $138,895-95.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 26.44% | 78.75%-52.3pp | 70.43%-44.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,679 | $8,237-55.3% | $7,906-53.5% | $6,396-42.5% |
| Admin fee / account holder | $6,855 | $14,976-54.2% | $13,708-50.0% | $12,562-45.4% |