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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 | $12,529 | $225,673-94.4% | $203,872-93.9% | $155,188-91.9% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 18.57% | 95.91%-77.3pp | 85.11%-66.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,875 | $4,099-54.3% | $3,757-50.1% | $4,248-55.9% |
| Participant deferral / active EE | $2,084 | $6,893-69.8% | $6,388-67.4% | $6,531-68.1% |
| Admin fee / account holder | $966 | $12,327-92.2% | $11,730-91.8% | $14,480-93.3% |