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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 | $31,524 | $197,603-84.0% | $177,827-82.3% | $158,950-80.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 12.06% | 58.76%-46.7pp | 48.32%-36.3pp | 302.91%-290.8pp |
| Employer contribution / active EE | $2,678 | $6,698-60.0% | $5,918-54.7% | $4,762-43.8% |
| Participant deferral / active EE | $3,061 | $8,404-63.6% | $7,713-60.3% | $5,983-48.8% |
| Admin fee / account holder | $1,550 | $15,402-89.9% | $12,429-87.5% | $11,248-86.2% |