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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 | $12,932 | $197,637-93.5% | $177,848-92.7% | $158,982-91.9% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 10.88% | 58.77%-47.9pp | 48.33%-37.4pp | 302.99%-292.1pp |
| Employer contribution / active EE | $2,736 | $6,698-59.2% | $5,919-53.8% | $4,763-42.6% |
| Participant deferral / active EE | $3,628 | $8,405-56.8% | $7,714-53.0% | $5,983-39.4% |
| Admin fee / account holder | $19,617 | $15,406+27.3% | $12,431+57.8% | $11,252+74.3% |