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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 | $29,743 | $198,457-85.0% | $170,435-82.5% | $147,586-79.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.26% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,744 | $6,183-71.8% | $5,432-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $3,975 | $5,629-29.4% | $4,939-19.5% | $5,439-26.9% |
| Admin fee / account holder | $11,692 | $16,852-30.6% | $13,881-15.8% | $10,886+7.4% |