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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 | $20,581 | $178,174-88.4% | $156,181-86.8% | $137,256-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 84.19%-66.0pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,876 | $4,972-22.0% | $4,294-9.7% | $4,156-6.7% |
| Participant deferral / active EE | $7,352 | $6,888+6.7% | $6,132+19.9% | $6,407+14.8% |
| Admin fee / account holder | $1,548 | $17,404-91.1% | $14,586-89.4% | $12,270-87.4% |