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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 | $17,617 | $150,447-88.3% | $136,298-87.1% | $147,586-88.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.62% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,480 | $5,256-71.8% | $4,696-68.5% | $4,876-69.6% |
| Participant deferral / active EE | $2,610 | $6,631-60.6% | $6,247-58.2% | $5,439-52.0% |
| Admin fee / account holder | $534 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |