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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 | $18,139 | $157,829-88.5% | $136,867-86.7% | $198,609-90.9% |
| Participation rate | 81.0% | 77.2%+3.8pp | 74.5%+6.4pp | 82.4%-1.4pp |
| Annual return | 12.60% | 51.25%-38.6pp | 42.97%-30.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $2,193 | $3,923-44.1% | $3,547-38.2% | $5,055-56.6% |
| Participant deferral / active EE | $3,075 | $5,463-43.7% | $4,924-37.5% | $6,977-55.9% |
| Admin fee / account holder | $1,602 | $11,107-85.6% | $10,340-84.5% | $19,030-91.6% |