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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 | $16,627 | $157,296-89.4% | $141,191-88.2% | $152,897-89.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.5%+7.0pp |
| Annual return | 24.24% | 64.34%-40.1pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,587 | $5,262-69.8% | $4,736-66.5% | $4,764-66.7% |
| Participant deferral / active EE | $4,888 | $7,111-31.3% | $6,710-27.2% | $5,851-16.5% |
| Admin fee / account holder | $1,436 | $12,125-88.2% | $10,264-86.0% | $11,599-87.6% |