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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 | $11,646 | $183,592-93.7% | $155,574-92.5% | $145,877-92.0% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 10.23% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,513 | $5,317-71.5% | $4,676-67.6% | $4,663-67.6% |
| Participant deferral / active EE | $2,276 | $6,466-64.8% | $5,629-59.6% | $6,691-66.0% |
| Admin fee / account holder | $505 | $19,316-97.4% | $15,914-96.8% | $13,402-96.2% |