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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 | $25,417 | $201,372-87.4% | $184,260-86.2% | $145,884-82.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.91% | 29.04%+5.9pp | 28.84%+6.1pp | 551.85%-516.9pp |
| Employer contribution / active EE | $2,639 | $7,024-62.4% | $6,427-58.9% | $4,662-43.4% |
| Participant deferral / active EE | $17,466 | $9,808+78.1% | $9,133+91.2% | $6,690+161.1% |
| Admin fee / account holder | $3,551 | $16,362-78.3% | $13,898-74.4% | $13,392-73.5% |