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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 | $26,393 | $156,616-83.1% | $133,346-80.2% | $198,609-86.7% |
| Participation rate | 77.8% | 77.7%+0.1pp | 72.8%+4.9pp | 82.4%-4.6pp |
| Annual return | 14.71% | 44.25%-29.5pp | 36.85%-22.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,196 | $3,368-34.8% | $2,853-23.0% | $5,055-56.6% |
| Participant deferral / active EE | $4,670 | $4,920-5.1% | $4,332+7.8% | $6,977-33.1% |
| Admin fee / account holder | $11,017 | $17,468-36.9% | $14,264-22.8% | $19,030-42.1% |