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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 | $134,817-90.2% | $123,973-89.4% | $155,188-91.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 18.29% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,011 | $4,425-54.6% | $4,126-51.3% | $4,248-52.7% |
| Participant deferral / active EE | $2,371 | $5,706-58.4% | $5,247-54.8% | $6,531-63.7% |
| Admin fee / account holder | $2,990 | $13,245-77.4% | $11,799-74.7% | $14,480-79.4% |