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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 | $19,370 | $165,939-88.3% | $122,354-84.2% | $147,586-86.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 14.21% | 34.56%-20.3pp | 30.28%-16.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,572 | $5,754-55.3% | $4,051-36.5% | $4,876-47.2% |
| Participant deferral / active EE | $2,665 | $4,005-33.5% | $3,287-18.9% | $5,439-51.0% |
| Admin fee / account holder | $1,269 | $7,425-82.9% | $5,479-76.8% | $10,886-88.3% |