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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 | $13,192 | $148,623-91.1% | $135,974-90.3% | $139,466-90.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 29.85% | 79.30%-49.5pp | 68.30%-38.5pp | 373.66%-343.8pp |
| Employer contribution / active EE | $3,264 | $5,246-37.8% | $4,859-32.8% | $4,754-31.3% |
| Participant deferral / active EE | $6,251 | $8,103-22.8% | $7,760-19.4% | $6,712-6.9% |
| Admin fee / account holder | $10,000 | $12,406-19.4% | $10,767-7.1% | $11,409-12.3% |