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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 | $15,574 | $112,933-86.2% | $90,970-82.9% | $158,982-90.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 44.48% | 215.82%-171.3pp | 134.60%-90.1pp | 302.99%-258.5pp |
| Employer contribution / active EE | $3,482 | $2,893+20.3% | $2,122+64.1% | $4,763-26.9% |
| Participant deferral / active EE | $6,019 | $4,128+45.8% | $3,373+78.5% | $5,983+0.6% |
| Admin fee / account holder | $315 | $8,047-96.1% | $5,961-94.7% | $11,252-97.2% |