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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 | $14,044 | $107,368-86.9% | $92,915-84.9% | $152,909-90.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 40.31% | 145.64%-105.3pp | 109.45%-69.1pp | 345.46%-305.2pp |
| Employer contribution / active EE | $3,089 | $4,222-26.8% | $3,653-15.4% | $4,764-35.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $732 | $7,082-89.7% | $5,796-87.4% | $11,601-93.7% |