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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 | $18,903 | $217,432-91.3% | $185,851-89.8% | $167,553-88.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.17% | 148.43%-131.3pp | 122.11%-104.9pp | 478.89%-461.7pp |
| Employer contribution / active EE | $1,452 | $5,874-75.3% | $5,168-71.9% | $4,840-70.0% |
| Participant deferral / active EE | $3,839 | $6,357-39.6% | $5,569-31.1% | $6,343-39.5% |
| Admin fee / account holder | $924 | $19,820-95.3% | $16,245-94.3% | $12,316-92.5% |