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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 | $14,710 | $183,592-92.0% | $155,567-90.5% | $145,959-89.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.45% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $4,331 | $5,315-18.5% | $4,674-7.3% | $4,661-7.1% |
| Participant deferral / active EE | $3,757 | $6,464-41.9% | $5,628-33.2% | $6,689-43.8% |
| Admin fee / account holder | $953 | $19,318-95.1% | $15,916-94.0% | $13,398-92.9% |