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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 | $19,382 | $196,972-90.2% | $182,262-89.4% | $198,609-90.2% |
| Participation rate | 95.7% | 85.7%+10.0pp | 84.2%+11.4pp | 82.4%+13.3pp |
| Annual return | 15.74% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,795 | $5,364-66.5% | $5,046-64.4% | $5,055-64.5% |
| Participant deferral / active EE | $4,495 | $8,643-48.0% | $8,276-45.7% | $6,977-35.6% |
| Admin fee / account holder | $347 | $18,429-98.1% | $16,712-97.9% | $19,030-98.2% |