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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 | $21,665 | $185,883-88.3% | $170,043-87.3% | $139,466-84.5% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 10.94% | 60.54%-49.6pp | 53.40%-42.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $2,265 | $7,596-70.2% | $6,790-66.6% | $4,754-52.3% |
| Participant deferral / active EE | $5,816 | $11,626-50.0% | $10,410-44.1% | $6,712-13.3% |
| Admin fee / account holder | $15,989 | $15,393+3.9% | $12,824+24.7% | $11,409+40.2% |