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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 | $11,439 | $138,075-91.7% | $123,552-90.7% | $135,379-91.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 7.49% | 153.70%-146.2pp | 119.20%-111.7pp | 519.79%-512.3pp |
| Employer contribution / active EE | $5,074 | $5,152-1.5% | $4,628+9.6% | $4,779+6.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,018 | $10,917-72.4% | $9,285-67.5% | $10,828-72.1% |