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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 | $19,234 | $165,939-88.4% | $122,354-84.3% | $147,586-87.0% |
| Participation rate | 92.9% | 79.6%+13.3pp | 71.6%+21.2pp | 82.8%+10.0pp |
| Annual return | 10.14% | 34.56%-24.4pp | 30.28%-20.1pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,400 | $5,754-75.7% | $4,051-65.4% | $4,876-71.3% |
| Participant deferral / active EE | $2,379 | $4,005-40.6% | $3,287-27.6% | $5,439-56.3% |
| Admin fee / account holder | $20,140 | $7,425+171.3% | $5,479+267.6% | $10,886+85.0% |