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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 | $8,215 | $108,911-92.5% | $100,392-91.8% | $145,884-94.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 18.90% | 58.23%-39.3pp | 49.45%-30.6pp | 551.85%-532.9pp |
| Employer contribution / active EE | $2,403 | $4,420-45.6% | $3,941-39.0% | $4,662-48.5% |
| Participant deferral / active EE | $3,191 | $8,459-62.3% | $8,090-60.5% | $6,690-52.3% |
| Admin fee / account holder | $1,189 | $9,698-87.7% | $7,904-85.0% | $13,392-91.1% |