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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 | $18,532 | $217,427-91.5% | $185,837-90.0% | $167,518-88.9% |
| Participation rate | 90.5% | 86.0%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 18.07% | 148.39%-130.3pp | 122.08%-104.0pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,149 | $5,874-63.4% | $5,168-58.4% | $4,838-55.6% |
| Participant deferral / active EE | $2,581 | $6,357-59.4% | $5,568-53.6% | $6,342-59.3% |
| Admin fee / account holder | $929 | $19,816-95.3% | $16,241-94.3% | $12,312-92.5% |