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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 | $10,723 | $121,701-91.2% | $104,639-89.8% | $158,982-93.3% |
| Participation rate | 95.2% | 77.5%+17.7pp | 74.1%+21.2pp | 82.0%+13.3pp |
| Annual return | 23.41% | 465.72%-442.3pp | 340.67%-317.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $1,390 | $3,165-56.1% | $2,682-48.2% | $4,763-70.8% |
| Participant deferral / active EE | $3,950 | $4,176-5.4% | $3,738+5.7% | $5,983-34.0% |
| Admin fee / account holder | $1,522 | $7,778-80.4% | $6,465-76.5% | $11,252-86.5% |