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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 | $15,128 | $226,105-93.3% | $182,540-91.7% | $152,897-90.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 19.80% | 192.58%-172.8pp | 148.58%-128.8pp | 345.43%-325.6pp |
| Employer contribution / active EE | $3,654 | $4,978-26.6% | $4,076-10.3% | $4,764-23.3% |
| Participant deferral / active EE | $4,100 | $6,370-35.6% | $5,525-25.8% | $5,851-29.9% |
| Admin fee / account holder | $485 | $10,706-95.5% | $8,593-94.4% | $11,599-95.8% |