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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 | $10,678 | $129,737-91.8% | $119,126-91.0% | $154,746-93.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 11.86% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,390 | $4,375-45.4% | $4,034-40.7% | $4,379-45.4% |
| Participant deferral / active EE | $2,388 | $5,842-59.1% | $5,318-55.1% | $6,730-64.5% |
| Admin fee / account holder | $2,542 | $11,961-78.7% | $10,693-76.2% | $14,365-82.3% |