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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 | $11,136 | $209,428-94.7% | $178,498-93.8% | $158,950-93.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.93% | 188.78%-174.9pp | 151.09%-137.2pp | 302.91%-289.0pp |
| Employer contribution / active EE | $1,671 | $5,707-70.7% | $5,011-66.6% | $4,762-64.9% |
| Participant deferral / active EE | $2,011 | $5,955-66.2% | $5,202-61.3% | $5,983-66.4% |
| Admin fee / account holder | $1,836 | $17,077-89.2% | $13,985-86.9% | $11,248-83.7% |