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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 | $11,413 | $165,399-93.1% | $149,745-92.4% | $158,982-92.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.38% | 348.34%-332.0pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,045 | $5,105-59.9% | $4,646-56.0% | $4,763-57.1% |
| Participant deferral / active EE | $5,691 | $7,183-20.8% | $6,843-16.8% | $5,983-4.9% |
| Admin fee / account holder | $4,073 | $10,811-62.3% | $9,312-56.3% | $11,252-63.8% |