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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 | $12,354 | $154,159-92.0% | $130,026-90.5% | $139,456-91.1% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 24.82% | 32.50%-7.7pp | -137.26%+162.1pp | 373.45%-348.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,008 | $6,710-25.4% | $5,821-14.0% | $6,711-25.4% |
| Admin fee / account holder | $754 | $14,001-94.6% | $10,608-92.9% | $11,407-93.4% |