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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 | $12,249 | $88,672-86.2% | $105,223-88.4% | $82,448-85.1% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 61.50% | 30.86%+30.6pp | 180.65%-119.1pp | 41.64%+19.9pp |
| Employer contribution / active EE | $2,184 | $3,048-28.3% | $3,689-40.8% | $2,551-14.4% |
| Participant deferral / active EE | $4,323 | $4,036+7.1% | $5,072-14.8% | $4,139+4.4% |
| Admin fee / account holder | $485 | $7,146-93.2% | $8,859-94.5% | $7,234-93.3% |