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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 | $19,212 | $209,422-90.8% | $178,503-89.2% | $158,982-87.9% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 18.48% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,743 | $5,707-69.5% | $5,011-65.2% | $4,763-63.4% |
| Participant deferral / active EE | $3,552 | $5,955-40.3% | $5,202-31.7% | $5,983-40.6% |
| Admin fee / account holder | $5,028 | $17,079-70.6% | $13,987-64.0% | $11,252-55.3% |