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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 | $16,607 | $234,190-92.9% | $180,320-90.8% | $198,609-91.6% |
| Participation rate | 70.0% | 77.1%-7.1pp | 71.5%-1.5pp | 82.4%-12.4pp |
| Annual return | 11.37% | 1057.44%-1046.1pp | 778.54%-767.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $989 | $5,258-81.2% | $4,108-75.9% | $5,055-80.4% |
| Participant deferral / active EE | $2,931 | $4,988-41.2% | $4,304-31.9% | $6,977-58.0% |
| Admin fee / account holder | $6,850 | $12,558-45.5% | $10,000-31.5% | $19,030-64.0% |