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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 | $5,834 | $63,346-90.8% | $92,239-93.7% | $70,124-91.7% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 19.95% | 530.19%-510.2pp | 176.29%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $3,557 | $2,471+44.0% | $3,680-3.3% | $2,342+51.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $533 | $3,841-86.1% | $5,194-89.7% | $4,645-88.5% |