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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 | $24,294 | $217,432-88.8% | $185,851-86.9% | $167,553-85.5% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 16.54% | 148.43%-131.9pp | 122.11%-105.6pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,162 | $5,874-63.2% | $5,168-58.2% | $4,840-55.3% |
| Participant deferral / active EE | $5,357 | $6,357-15.7% | $5,569-3.8% | $6,343-15.5% |
| Admin fee / account holder | $4,320 | $19,820-78.2% | $16,245-73.4% | $12,316-64.9% |