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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 | $9,367 | $103,038-90.9% | $90,324-89.6% | $152,909-93.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 18.78% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,035 | $3,141-35.2% | $2,856-28.7% | $4,764-57.3% |
| Participant deferral / active EE | $1,887 | $4,282-55.9% | $3,885-51.4% | $5,851-67.8% |
| Admin fee / account holder | $2,295 | $6,177-62.9% | $5,356-57.2% | $11,601-80.2% |