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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 | $27,932 | $183,988-84.8% | $162,177-82.8% | $152,897-81.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 18.24% | 150.79%-132.5pp | 115.60%-97.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,546 | $6,370-75.7% | $5,613-72.5% | $4,764-67.5% |
| Participant deferral / active EE | $4,639 | $8,032-42.2% | $7,297-36.4% | $5,851-20.7% |
| Admin fee / account holder | $2,861 | $13,123-78.2% | $10,843-73.6% | $11,599-75.3% |