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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 | $15,650 | $175,259-91.1% | $149,723-89.5% | $139,487-88.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.87% | 166.82%-145.0pp | 134.50%-112.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $3,994 | $5,478-27.1% | $4,821-17.2% | $4,755-16.0% |
| Participant deferral / active EE | $1,975 | $6,522-69.7% | $5,682-65.2% | $6,713-70.6% |
| Admin fee / account holder | $496 | $16,158-96.9% | $13,215-96.2% | $11,407-95.7% |