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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 | $15,010 | $175,231-91.4% | $149,696-90.0% | $139,466-89.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 10.78% | 166.77%-156.0pp | 134.46%-123.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,404 | $5,478-74.4% | $4,821-70.9% | $4,754-70.5% |
| Participant deferral / active EE | $2,248 | $6,521-65.5% | $5,682-60.4% | $6,712-66.5% |
| Admin fee / account holder | $14,859 | $16,155-8.0% | $13,212+12.5% | $11,409+30.2% |