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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 | $29,976 | $197,603-84.8% | $177,827-83.1% | $158,950-81.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 15.22% | 58.76%-43.5pp | 48.32%-33.1pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,496 | $6,698-77.7% | $5,918-74.7% | $4,762-68.6% |
| Participant deferral / active EE | $3,397 | $8,404-59.6% | $7,713-56.0% | $5,983-43.2% |
| Admin fee / account holder | $1,488 | $15,402-90.3% | $12,429-88.0% | $11,248-86.8% |