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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 | $16,885 | $201,372-91.6% | $184,260-90.8% | $145,884-88.4% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 18.91% | 29.04%-10.1pp | 28.84%-9.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $3,075 | $7,024-56.2% | $6,427-52.2% | $4,662-34.0% |
| Participant deferral / active EE | $4,374 | $9,808-55.4% | $9,133-52.1% | $6,690-34.6% |
| Admin fee / account holder | $771 | $16,362-95.3% | $13,898-94.5% | $13,392-94.2% |