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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 | $14,166 | $183,516-92.3% | $155,534-90.9% | $145,884-90.3% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 13.45% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,529 | $5,315-71.2% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $2,398 | $6,467-62.9% | $5,630-57.4% | $6,690-64.1% |
| Admin fee / account holder | $849 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |