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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 | $13,148 | $129,737-89.9% | $119,126-89.0% | $154,746-91.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 18.29% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,011 | $4,375-54.0% | $4,034-50.1% | $4,379-54.1% |
| Participant deferral / active EE | $2,371 | $5,842-59.4% | $5,318-55.4% | $6,730-64.8% |
| Admin fee / account holder | $2,990 | $11,961-75.0% | $10,693-72.0% | $14,365-79.2% |