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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 | $41,494 | $275,752-85.0% | $256,809-83.8% | $198,609-79.1% |
| Participation rate | 93.8% | 89.2%+4.6pp | 88.5%+5.2pp | 82.4%+11.4pp |
| Annual return | 11.49% | 34.81%-23.3pp | 32.73%-21.2pp | 202.70%-191.2pp |
| Employer contribution / active EE | $4,416 | $7,721-42.8% | $7,263-39.2% | $5,055-12.7% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,453 | $25,716-43.8% | $25,146-42.5% | $19,030-24.1% |