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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 | $26,841 | $227,291-88.2% | $214,702-87.5% | $155,188-82.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.74% | 60.08%-40.3pp | 54.55%-34.8pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,913 | $6,772-27.4% | $6,461-24.0% | $4,248+15.7% |
| Participant deferral / active EE | $5,992 | $9,582-37.5% | $9,147-34.5% | $6,531-8.3% |
| Admin fee / account holder | $1,537 | $20,413-92.5% | $19,830-92.3% | $14,480-89.4% |