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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 | $16,236 | $65,566-75.2% | $86,235-81.2% | $75,177-78.4% |
| Participation rate | 89.4% | 60.5%+28.9pp | 69.0%+20.4pp | 67.2%+22.2pp |
| Annual return | 24.39% | 46.07%-21.7pp | 1170.03%-1145.6pp | 160.75%-136.4pp |
| Employer contribution / active EE | $1,915 | $1,553+23.3% | $2,381-19.6% | $2,671-28.3% |
| Participant deferral / active EE | $5,732 | $3,023+89.6% | $3,987+43.8% | $4,126+38.9% |
| Admin fee / account holder | $502 | $5,470-90.8% | $6,856-92.7% | $5,651-91.1% |