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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 | $13,407 | $183,516-92.7% | $155,534-91.4% | $145,884-90.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.05% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,580 | $5,315-70.3% | $4,675-66.2% | $4,662-66.1% |
| Participant deferral / active EE | $3,446 | $6,467-46.7% | $5,630-38.8% | $6,690-48.5% |
| Admin fee / account holder | $565 | $19,293-97.1% | $15,900-96.4% | $13,392-95.8% |