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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 | $16,395 | $217,432-92.5% | $185,851-91.2% | $167,553-90.2% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 16.84% | 148.43%-131.6pp | 122.11%-105.3pp | 478.89%-462.0pp |
| Employer contribution / active EE | $2,108 | $5,874-64.1% | $5,168-59.2% | $4,840-56.4% |
| Participant deferral / active EE | $3,121 | $6,357-50.9% | $5,569-43.9% | $6,343-50.8% |
| Admin fee / account holder | $5,494 | $19,820-72.3% | $16,245-66.2% | $12,316-55.4% |