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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 | $11,340 | $154,228-92.6% | $145,433-92.2% | $137,256-91.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 59.15% | 74.59%-15.4pp | 66.58%-7.4pp | 220.34%-161.2pp |
| Employer contribution / active EE | $2,558 | $4,804-46.8% | $4,554-43.8% | $4,156-38.5% |
| Participant deferral / active EE | $5,502 | $8,216-33.0% | $7,897-30.3% | $6,407-14.1% |
| Admin fee / account holder | $490 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |