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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 | $15,919 | $115,810-86.3% | $101,271-84.3% | $158,966-90.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 8.55% | 56.15%-47.6pp | 46.48%-37.9pp | 302.95%-294.4pp |
| Employer contribution / active EE | $4,192 | $4,175+0.4% | $3,660+14.5% | $4,762-12.0% |
| Participant deferral / active EE | $4,192 | $4,958-15.5% | $4,371-4.1% | $5,983-29.9% |
| Admin fee / account holder | $2,817 | $7,248-61.1% | $5,948-52.6% | $11,250-75.0% |