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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 | $16,759 | $150,412-88.9% | $120,574-86.1% | $145,884-88.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 13.10% | 154.50%-141.4pp | 107.42%-94.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,550 | $4,355-41.4% | $3,471-26.5% | $4,662-45.3% |
| Participant deferral / active EE | $6,640 | $6,175+7.5% | $4,996+32.9% | $6,690-0.7% |
| Admin fee / account holder | $3,016 | $12,224-75.3% | $9,445-68.1% | $13,392-77.5% |