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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 | $14,915 | $183,592-91.9% | $155,574-90.4% | $145,877-89.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.86% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,642 | $5,317-50.3% | $4,676-43.5% | $4,663-43.3% |
| Participant deferral / active EE | $4,147 | $6,466-35.9% | $5,629-26.3% | $6,691-38.0% |
| Admin fee / account holder | $371 | $19,316-98.1% | $15,914-97.7% | $13,402-97.2% |