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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 | $18,199 | $112,935-83.9% | $90,970-80.0% | $158,966-88.6% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 9.18% | 215.79%-206.6pp | 134.58%-125.4pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,137 | $2,895+8.4% | $2,122+47.8% | $4,762-34.1% |
| Participant deferral / active EE | $3,369 | $4,129-18.4% | $3,373-0.1% | $5,983-43.7% |
| Admin fee / account holder | $2,385 | $8,045-70.4% | $5,960-60.0% | $11,250-78.8% |