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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 | $11,451 | $183,592-93.8% | $155,574-92.6% | $145,877-92.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 20.71% | 61.37%-40.7pp | 64.87%-44.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,728 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $2,299 | $6,466-64.4% | $5,629-59.2% | $6,691-65.6% |
| Admin fee / account holder | $313 | $19,316-98.4% | $15,914-98.0% | $13,402-97.7% |