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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 | $17,042 | $162,812-89.5% | $133,971-87.3% | $158,966-89.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 345.36% | 41.94%+303.4pp | 45.09%+300.3pp | 302.95%+42.4pp |
| Employer contribution / active EE | $3,031 | $4,976-39.1% | $3,919-22.7% | $4,762-36.4% |
| Participant deferral / active EE | $5,051 | $5,910-14.5% | $5,047+0.1% | $5,983-15.6% |
| Admin fee / account holder | $504 | $11,741-95.7% | $8,929-94.4% | $11,250-95.5% |