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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 | $14,894 | $59,813-75.1% | $79,580-81.3% | $68,486-78.3% |
| Participation rate | 98.3% | 61.1%+37.3pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | 674.69% | -12.30%+687.0pp | 0.15%+674.5pp | -7.85%+682.5pp |
| Employer contribution / active EE | $1,655 | $1,505+9.9% | $2,413-31.4% | $2,597-36.3% |
| Participant deferral / active EE | $3,081 | $3,024+1.9% | $3,985-22.7% | $4,028-23.5% |
| Admin fee / account holder | $4,838 | $4,835+0.1% | $6,835-29.2% | $5,404-10.5% |