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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 | $20,971 | $152,592-86.3% | $125,180-83.2% | $152,885-86.3% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 20.69% | 54.84%-34.2pp | 43.79%-23.1pp | 345.39%-324.7pp |
| Employer contribution / active EE | $1,554 | $4,947-68.6% | $3,866-59.8% | $4,763-67.4% |
| Participant deferral / active EE | $5,500 | $5,868-6.3% | $4,937+11.4% | $5,851-6.0% |
| Admin fee / account holder | $1,194 | $13,435-91.1% | $9,703-87.7% | $11,598-89.7% |