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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 | $15,854 | $183,539-91.4% | $155,556-89.8% | $145,897-89.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 19.76% | 61.31%-41.6pp | 64.84%-45.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $3,301 | $5,315-37.9% | $4,675-29.4% | $4,663-29.2% |
| Participant deferral / active EE | $5,084 | $6,467-21.4% | $5,631-9.7% | $6,689-24.0% |
| Admin fee / account holder | $302 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |