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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 | $13,432 | $209,422-93.6% | $178,503-92.5% | $158,982-91.6% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 22.97% | 188.81%-165.8pp | 151.12%-128.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,826 | $5,707-68.0% | $5,011-63.6% | $4,763-61.7% |
| Participant deferral / active EE | $2,672 | $5,955-55.1% | $5,202-48.6% | $5,983-55.3% |
| Admin fee / account holder | $502 | $17,079-97.1% | $13,987-96.4% | $11,252-95.5% |