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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 | $23,121 | $232,540-90.1% | $185,117-87.5% | $147,586-84.3% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 13.10% | 43.03%-29.9pp | 40.50%-27.4pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,500 | $5,195-51.9% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,306 | $10,275-67.8% | $8,159-59.5% | $10,886-69.6% |