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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 | $14,068 | $227,291-93.8% | $214,702-93.4% | $155,188-90.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 24.00% | 60.08%-36.1pp | 54.55%-30.6pp | 148.84%-124.8pp |
| Employer contribution / active EE | $3,115 | $6,772-54.0% | $6,461-51.8% | $4,248-26.7% |
| Participant deferral / active EE | $3,405 | $9,582-64.5% | $9,147-62.8% | $6,531-47.9% |
| Admin fee / account holder | $5,768 | $20,413-71.7% | $19,830-70.9% | $14,480-60.2% |