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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 | $18,215 | $105,200-82.7% | $159,474-88.6% | $85,847-78.8% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 14.64% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-304.0pp |
| Employer contribution / active EE | $2,749 | $3,319-17.2% | $4,831-43.1% | $2,565+7.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $771 | $6,934-88.9% | $10,802-92.9% | $6,261-87.7% |