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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 | $12,171 | $175,231-93.1% | $149,696-91.9% | $139,466-91.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.99% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,083 | $5,478-80.2% | $4,821-77.5% | $4,754-77.2% |
| Participant deferral / active EE | $2,656 | $6,521-59.3% | $5,682-53.3% | $6,712-60.4% |
| Admin fee / account holder | $5,476 | $16,155-66.1% | $13,212-58.6% | $11,409-52.0% |