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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 | $17,730 | $175,257-89.9% | $149,717-88.2% | $139,456-87.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.63% | 166.70%-150.1pp | 134.41%-117.8pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,968 | $5,477-64.1% | $4,820-59.2% | $4,753-58.6% |
| Participant deferral / active EE | $3,667 | $6,521-43.8% | $5,682-35.5% | $6,711-45.4% |
| Admin fee / account holder | $3,007 | $16,156-81.4% | $13,213-77.2% | $11,407-73.6% |