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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 | $31,302 | $227,399-86.2% | $189,758-83.5% | $198,609-84.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 25.52% | 61.03%-35.5pp | 52.62%-27.1pp | 202.70%-177.2pp |
| Employer contribution / active EE | $1,813 | $5,526-67.2% | $4,767-62.0% | $5,055-64.1% |
| Participant deferral / active EE | $6,741 | $6,837-1.4% | $5,856+15.1% | $6,977-3.4% |
| Admin fee / account holder | $382 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |