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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 | $13,484 | $107,941-87.5% | $91,994-85.3% | $152,897-91.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.11% | 89.28%-70.2pp | 69.04%-49.9pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,984 | $4,212-52.9% | $3,453-42.5% | $4,764-58.3% |
| Participant deferral / active EE | $5,743 | $6,366-9.8% | $5,924-3.0% | $5,851-1.8% |
| Admin fee / account holder | $8,004 | $10,521-23.9% | $7,744+3.4% | $11,599-31.0% |