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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 | $14,037 | $78,707-82.2% | $117,861-88.1% | $70,126-80.0% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 15.44% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,739 | $2,223-21.8% | $3,786-54.1% | $2,343-25.8% |
| Participant deferral / active EE | $3,212 | $3,297-2.6% | $4,482-28.3% | $3,332-3.6% |
| Admin fee / account holder | $3,277 | $5,066-35.3% | $8,021-59.1% | $4,645-29.5% |