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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 | $16,791 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.09% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,864 | $5,299-64.8% | $4,831-61.4% | $4,839-61.5% |
| Participant deferral / active EE | $5,178 | $7,751-33.2% | $7,353-29.6% | $6,342-18.4% |
| Admin fee / account holder | $666 | $12,559-94.7% | $10,802-93.8% | $12,315-94.6% |