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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 | $26,214 | $209,422-87.5% | $178,503-85.3% | $158,982-83.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.92% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,381 | $5,707-75.8% | $5,011-72.4% | $4,763-71.0% |
| Participant deferral / active EE | $2,393 | $5,955-59.8% | $5,202-54.0% | $5,983-60.0% |
| Admin fee / account holder | $1,417 | $17,079-91.7% | $13,987-89.9% | $11,252-87.4% |