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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 | $17,468 | $228,395-92.4% | $185,861-90.6% | $158,982-89.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+8.9pp |
| Annual return | 26.52% | 40.82%-14.3pp | 35.96%-9.4pp | 302.99%-276.5pp |
| Employer contribution / active EE | $2,140 | $4,968-56.9% | $4,088-47.7% | $4,763-55.1% |
| Participant deferral / active EE | $3,734 | $6,417-41.8% | $5,634-33.7% | $5,983-37.6% |
| Admin fee / account holder | $597 | $11,869-95.0% | $9,503-93.7% | $11,252-94.7% |