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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 | $20,610 | $68,398-69.9% | $94,664-78.2% | $75,173-72.6% |
| Participation rate | 78.0% | 76.1%+1.9pp | 80.8%-2.8pp | 67.2%+10.8pp |
| Annual return | 19.36% | 616.72%-597.4pp | 156.84%-137.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,254 | $2,701-53.6% | $3,673-65.9% | $2,671-53.0% |
| Participant deferral / active EE | $4,282 | $6,537-34.5% | $7,417-42.3% | $4,126+3.8% |
| Admin fee / account holder | $2,693 | $5,324-49.4% | $7,222-62.7% | $5,651-52.3% |