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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 | $23,528 | $196,972-88.1% | $182,262-87.1% | $198,609-88.2% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 30.65% | 158.27%-127.6pp | 140.60%-109.9pp | 202.70%-172.0pp |
| Employer contribution / active EE | $3,455 | $5,364-35.6% | $5,046-31.5% | $5,055-31.7% |
| Participant deferral / active EE | $10,441 | $8,643+20.8% | $8,276+26.1% | $6,977+49.6% |
| Admin fee / account holder | $581 | $18,429-96.8% | $16,712-96.5% | $19,030-96.9% |