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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 | $22,758 | $168,635-86.5% | $147,617-84.6% | $125,389-81.9% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 4.37% | 77.65%-73.3pp | 61.98%-57.6pp | 282.24%-277.9pp |
| Employer contribution / active EE | $1,696 | $6,252-72.9% | $5,564-69.5% | $4,866-65.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,909 | $13,580-85.9% | $11,612-83.6% | $9,541-80.0% |