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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 | $6,547 | $104,937-93.8% | $84,628-92.3% | $152,897-95.7% |
| Participation rate | 88.2% | 74.8%+13.4pp | 68.2%+20.0pp | 82.5%+5.8pp |
| Annual return | 16.99% | 373.88%-356.9pp | 258.80%-241.8pp | 345.43%-328.4pp |
| Employer contribution / active EE | $8,070 | $3,303+144.3% | $2,653+204.2% | $4,764+69.4% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,298 | $6,243-15.1% | $4,914+7.8% | $11,599-54.3% |