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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 | $20,626 | $166,268-87.6% | $165,100-87.5% | $145,897-85.9% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.1pp |
| Annual return | 42.56% | 100.52%-58.0pp | 70.21%-27.6pp | 552.29%-509.7pp |
| Employer contribution / active EE | $2,049 | $5,284-61.2% | $4,348-52.9% | $4,663-56.1% |
| Participant deferral / active EE | $2,711 | $6,964-61.1% | $6,035-55.1% | $6,689-59.5% |
| Admin fee / account holder | $2,533 | $16,659-84.8% | $12,696-80.1% | $13,390-81.1% |