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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 | $24,385 | $202,345-87.9% | $172,755-85.9% | $152,885-84.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 17.48% | 1029.77%-1012.3pp | 802.94%-785.5pp | 345.39%-327.9pp |
| Employer contribution / active EE | $3,456 | $5,858-41.0% | $5,144-32.8% | $4,763-27.4% |
| Participant deferral / active EE | $3,011 | $5,948-49.4% | $5,198-42.1% | $5,851-48.5% |
| Admin fee / account holder | $480 | $17,111-97.2% | $13,955-96.6% | $11,598-95.9% |