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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 | $15,356 | $112,112-86.3% | $95,956-84.0% | $158,950-90.3% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 50.56% | 171.15%-120.6pp | 91.63%-41.1pp | 302.91%-252.3pp |
| Employer contribution / active EE | $1,627 | $3,199-49.1% | $2,541-36.0% | $4,762-65.8% |
| Participant deferral / active EE | $3,589 | $4,784-25.0% | $4,167-13.9% | $5,983-40.0% |
| Admin fee / account holder | $469 | $10,134-95.4% | $6,797-93.1% | $11,248-95.8% |