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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 | $16,906 | $88,672-80.9% | $105,223-83.9% | $82,448-79.5% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.4pp | 68.1%+18.4pp |
| Annual return | 26.00% | 30.86%-4.9pp | 180.65%-154.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,243 | $3,048-26.4% | $3,689-39.2% | $2,551-12.1% |
| Participant deferral / active EE | $3,959 | $4,036-1.9% | $5,072-21.9% | $4,139-4.3% |
| Admin fee / account holder | $822 | $7,146-88.5% | $8,859-90.7% | $7,234-88.6% |