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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 | $3,795 | $96,678-96.1% | $86,640-95.6% | $139,466-97.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.44% | 106.69%-86.3pp | 592.52%-572.1pp | 373.66%-353.2pp |
| Employer contribution / active EE | $905 | $3,265-72.3% | $3,024-70.1% | $4,754-81.0% |
| Participant deferral / active EE | $1,160 | $4,837-76.0% | $4,438-73.9% | $6,712-82.7% |
| Admin fee / account holder | $932 | $6,410-85.5% | $5,616-83.4% | $11,409-91.8% |