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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 | $13,979 | $198,462-93.0% | $170,439-91.8% | $147,585-90.5% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 10.58% | 257.30%-246.7pp | 205.94%-195.4pp | 578.58%-568.0pp |
| Employer contribution / active EE | $1,337 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $2,384 | $5,629-57.7% | $4,939-51.7% | $5,439-56.2% |
| Admin fee / account holder | $2,332 | $16,852-86.2% | $13,881-83.2% | $10,886-78.6% |