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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 | $20,564 | $217,432-90.5% | $185,851-88.9% | $167,553-87.7% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 16.93% | 148.43%-131.5pp | 122.11%-105.2pp | 478.89%-462.0pp |
| Employer contribution / active EE | $3,415 | $5,874-41.9% | $5,168-33.9% | $4,840-29.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $330 | $19,820-98.3% | $16,245-98.0% | $12,316-97.3% |