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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 | $9,161 | $172,111-94.7% | $150,298-93.9% | $137,256-93.3% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 21.43% | 69.37%-47.9pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,101 | $4,636-54.7% | $4,154-49.4% | $4,156-49.5% |
| Participant deferral / active EE | $2,368 | $6,166-61.6% | $5,453-56.6% | $6,407-63.0% |
| Admin fee / account holder | $4,462 | $16,471-72.9% | $14,116-68.4% | $12,270-63.6% |