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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 | $16,037 | $159,934-90.0% | $147,005-89.1% | $145,959-89.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 19.07% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,654 | $5,287-49.8% | $4,934-46.2% | $4,661-43.0% |
| Participant deferral / active EE | $3,283 | $8,427-61.0% | $8,070-59.3% | $6,689-50.9% |
| Admin fee / account holder | $2,977 | $15,053-80.2% | $13,006-77.1% | $13,398-77.8% |