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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 | $21,388 | $171,492-87.5% | $150,734-85.8% | $198,609-89.2% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 11.08% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $4,787 | $5,470-12.5% | $4,918-2.7% | $5,055-5.3% |
| Participant deferral / active EE | $5,795 | $6,259-7.4% | $5,610+3.3% | $6,977-16.9% |
| Admin fee / account holder | $6,520 | $17,628-63.0% | $14,905-56.3% | $19,030-65.7% |