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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 | $13,039 | $60,504-78.4% | $81,882-84.1% | $74,478-82.5% |
| Participation rate | 71.9% | 62.9%+9.0pp | 72.4%-0.5pp | 67.2%+4.7pp |
| Annual return | 36.47% | 16.91%+19.6pp | 779.47%-743.0pp | 1370.56%-1334.1pp |
| Employer contribution / active EE | $1,737 | $2,627-33.9% | $2,916-40.4% | $2,626-33.9% |
| Participant deferral / active EE | $3,402 | $3,400+0.1% | $4,323-21.3% | $4,350-21.8% |
| Admin fee / account holder | $333 | $1,492-77.7% | $7,360-95.5% | $1,946-82.9% |