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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 | $16,381 | $157,829-89.6% | $136,867-88.0% | $198,609-91.8% |
| Participation rate | 95.0% | 77.2%+17.8pp | 74.5%+20.5pp | 82.4%+12.6pp |
| Annual return | 23.96% | 51.25%-27.3pp | 42.97%-19.0pp | 202.70%-178.7pp |
| Employer contribution / active EE | $2,660 | $3,923-32.2% | $3,547-25.0% | $5,055-47.4% |
| Participant deferral / active EE | $1,993 | $5,463-63.5% | $4,924-59.5% | $6,977-71.4% |
| Admin fee / account holder | $4,145 | $11,107-62.7% | $10,340-59.9% | $19,030-78.2% |