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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 | $10,996 | $183,516-94.0% | $155,534-92.9% | $145,884-92.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 45.29% | 61.43%-16.1pp | 64.92%-19.6pp | 551.85%-506.6pp |
| Employer contribution / active EE | $4,196 | $5,315-21.0% | $4,675-10.2% | $4,662-10.0% |
| Participant deferral / active EE | $3,641 | $6,467-43.7% | $5,630-35.3% | $6,690-45.6% |
| Admin fee / account holder | $830 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |