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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 | $33,921 | $110,137-69.2% | $161,149-79.0% | $82,637-59.0% |
| Participation rate | 75.4% | 72.4%+3.0pp | 78.8%-3.5pp | 68.1%+7.3pp |
| Annual return | 71.18% | 20.69%+50.5pp | 21.16%+50.0pp | 53.51%+17.7pp |
| Employer contribution / active EE | $3,542 | $2,856+24.0% | $4,360-18.8% | $2,552+38.8% |
| Participant deferral / active EE | $5,241 | $4,575+14.6% | $6,153-14.8% | $4,126+27.0% |
| Admin fee / account holder | $1,496 | $9,467-84.2% | $15,194-90.2% | $7,339-79.6% |