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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 | $4,551 | $176,077-97.4% | $159,455-97.1% | $167,518-97.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.42% | 331.83%-320.4pp | 263.63%-252.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $1,973 | $5,298-62.8% | $4,830-59.2% | $4,838-59.2% |
| Participant deferral / active EE | $6,071 | $7,751-21.7% | $7,353-17.4% | $6,342-4.3% |
| Admin fee / account holder | $50,039 | $12,556+298.5% | $10,800+363.3% | $12,312+306.4% |