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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 | $13,441 | $148,582-91.0% | $135,942-90.1% | $139,456-90.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.11% | 79.26%-62.1pp | 68.28%-51.2pp | 373.45%-356.3pp |
| Employer contribution / active EE | $3,215 | $5,245-38.7% | $4,858-33.8% | $4,753-32.4% |
| Participant deferral / active EE | $6,395 | $8,101-21.1% | $7,759-17.6% | $6,711-4.7% |
| Admin fee / account holder | $583 | $12,402-95.3% | $10,764-94.6% | $11,407-94.9% |