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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 | $208,088-94.0% | $186,193-93.3% | $154,746-91.9% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 18.57% | 89.97%-71.4pp | 78.03%-59.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,875 | $4,340-56.8% | $3,918-52.2% | $4,379-57.2% |
| Participant deferral / active EE | $2,084 | $7,078-70.6% | $6,513-68.0% | $6,730-69.0% |
| Admin fee / account holder | $966 | $11,698-91.7% | $11,058-91.3% | $14,365-93.3% |