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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 | $8,935 | $106,923-91.6% | $84,023-89.4% | $152,909-94.2% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 27.51% | 105.02%-77.5pp | 71.32%-43.8pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,092 | $2,735-60.1% | $1,984-45.0% | $4,764-77.1% |
| Participant deferral / active EE | $4,053 | $4,013+1.0% | $3,239+25.1% | $5,851-30.7% |
| Admin fee / account holder | $1,235 | $8,289-85.1% | $6,102-79.8% | $11,601-89.4% |