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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 | $10,557 | $99,011-89.3% | $86,582-87.8% | $147,586-92.8% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 43.64% | 1312.75%-1269.1pp | 965.08%-921.4pp | 578.59%-535.0pp |
| Employer contribution / active EE | $502 | $3,132-84.0% | $2,839-82.3% | $4,876-89.7% |
| Participant deferral / active EE | $1,022 | $3,972-74.3% | $3,609-71.7% | $5,439-81.2% |
| Admin fee / account holder | $2,608 | $5,709-54.3% | $4,904-46.8% | $10,886-76.0% |