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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 | $14,126 | $183,592-92.3% | $155,574-90.9% | $145,877-90.3% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 12.35% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,167 | $5,317-59.2% | $4,676-53.7% | $4,663-53.5% |
| Participant deferral / active EE | $5,143 | $6,466-20.5% | $5,629-8.6% | $6,691-23.1% |
| Admin fee / account holder | $686 | $19,316-96.5% | $15,914-95.7% | $13,402-94.9% |