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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 | $3,661 | $180,749-98.0% | $160,784-97.7% | $137,256-97.3% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 24.55% | 2234.46%-2209.9pp | 1803.92%-1779.4pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,226 | $4,155-70.5% | $3,733-67.2% | $4,156-70.5% |
| Participant deferral / active EE | $1,662 | $6,844-75.7% | $6,293-73.6% | $6,407-74.1% |
| Admin fee / account holder | $542 | $10,397-94.8% | $9,717-94.4% | $12,270-95.6% |