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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 | $21,968 | $202,345-89.1% | $172,755-87.3% | $152,885-85.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 21.63% | 1029.77%-1008.1pp | 802.94%-781.3pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,107 | $5,858-64.0% | $5,144-59.0% | $4,763-55.8% |
| Participant deferral / active EE | $5,745 | $5,948-3.4% | $5,198+10.5% | $5,851-1.8% |
| Admin fee / account holder | $5,961 | $17,111-65.2% | $13,955-57.3% | $11,598-48.6% |