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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 | $14,139 | $223,823-93.7% | $211,142-93.3% | $154,746-90.9% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 23.02% | 50.39%-27.4pp | 46.84%-23.8pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,316 | $6,787-65.9% | $6,442-64.0% | $4,379-47.1% |
| Participant deferral / active EE | $5,054 | $9,750-48.2% | $9,284-45.6% | $6,730-24.9% |
| Admin fee / account holder | $978 | $19,707-95.0% | $19,076-94.9% | $14,365-93.2% |