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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 | $27,193 | $197,625-86.2% | $177,840-84.7% | $158,966-82.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.93% | 58.76%-49.8pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $3,478 | $6,698-48.1% | $5,919-41.2% | $4,762-27.0% |
| Participant deferral / active EE | $4,400 | $8,405-47.6% | $7,714-43.0% | $5,983-26.5% |
| Admin fee / account holder | $36,372 | $15,405+136.1% | $12,431+192.6% | $11,250+223.3% |