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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 | $14,661 | $228,395-93.6% | $185,861-92.1% | $158,982-90.8% |
| Participation rate | 93.8% | 82.3%+11.4pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 25.85% | 40.82%-15.0pp | 35.96%-10.1pp | 302.99%-277.1pp |
| Employer contribution / active EE | $5,071 | $4,968+2.1% | $4,088+24.0% | $4,763+6.5% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,150 | $11,869-81.9% | $9,503-77.4% | $11,252-80.9% |