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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 | $13,455 | $99,652-86.5% | $78,778-82.9% | $147,586-90.9% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 15.78% | 47.28%-31.5pp | 35.62%-19.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,604 | $2,796-42.6% | $1,986-19.2% | $4,876-67.1% |
| Participant deferral / active EE | $2,374 | $3,664-35.2% | $2,958-19.8% | $5,439-56.4% |
| Admin fee / account holder | $594 | $7,155-91.7% | $5,134-88.4% | $10,886-94.5% |