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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 | $7,500 | $160,040-95.3% | $147,096-94.9% | $145,877-94.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 17.84% | 98.49%-80.7pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,451 | $5,289-72.6% | $4,936-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $3,889 | $8,429-53.9% | $8,071-51.8% | $6,691-41.9% |
| Admin fee / account holder | $762 | $15,050-94.9% | $13,005-94.1% | $13,402-94.3% |