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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 | $19,967 | $124,346-83.9% | $111,306-82.1% | $167,553-88.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 17.68% | 37.46%-19.8pp | 54.67%-37.0pp | 478.89%-461.2pp |
| Employer contribution / active EE | $8,159 | $3,438+137.4% | $2,732+198.7% | $4,840+68.6% |
| Participant deferral / active EE | $6,544 | $5,182+26.3% | $4,488+45.8% | $6,343+3.2% |
| Admin fee / account holder | $2,219 | $10,623-79.1% | $7,966-72.1% | $12,316-82.0% |