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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 | $29,668 | $197,625-85.0% | $177,840-83.3% | $158,966-81.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 27.28% | 58.76%-31.5pp | 48.32%-21.0pp | 302.95%-275.7pp |
| Employer contribution / active EE | $2,981 | $6,698-55.5% | $5,919-49.6% | $4,762-37.4% |
| Participant deferral / active EE | $7,256 | $8,405-13.7% | $7,714-5.9% | $5,983+21.3% |
| Admin fee / account holder | $1,857 | $15,405-87.9% | $12,431-85.1% | $11,250-83.5% |