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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 | $21,342 | $185,856-88.5% | $170,028-87.4% | $139,456-84.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 12.10% | 60.52%-48.4pp | 53.39%-41.3pp | 373.45%-361.3pp |
| Employer contribution / active EE | $1,965 | $7,593-74.1% | $6,788-71.1% | $4,753-58.7% |
| Participant deferral / active EE | $6,203 | $11,623-46.6% | $10,409-40.4% | $6,711-7.6% |
| Admin fee / account holder | $7,425 | $15,387-51.7% | $12,820-42.1% | $11,407-34.9% |