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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 | $12,011 | $185,856-93.5% | $170,028-92.9% | $139,456-91.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.08% | 60.52%-38.4pp | 53.39%-31.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $2,761 | $7,593-63.6% | $6,788-59.3% | $4,753-41.9% |
| Participant deferral / active EE | $3,419 | $11,623-70.6% | $10,409-67.2% | $6,711-49.1% |
| Admin fee / account holder | $2,399 | $15,387-84.4% | $12,820-81.3% | $11,407-79.0% |