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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 | $15,643 | $209,422-92.5% | $178,503-91.2% | $158,982-90.2% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 12.18% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,729 | $5,707-69.7% | $5,011-65.5% | $4,763-63.7% |
| Participant deferral / active EE | $2,518 | $5,955-57.7% | $5,202-51.6% | $5,983-57.9% |
| Admin fee / account holder | $1,906 | $17,079-88.8% | $13,987-86.4% | $11,252-83.1% |