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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 | $12,249 | $89,259-86.3% | $107,187-88.6% | $82,637-85.2% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 61.50% | 21.02%+40.5pp | 204.55%-143.0pp | 53.51%+8.0pp |
| Employer contribution / active EE | $2,184 | $3,080-29.1% | $3,782-42.2% | $2,552-14.4% |
| Participant deferral / active EE | $4,323 | $4,037+7.1% | $5,096-15.2% | $4,126+4.8% |
| Admin fee / account holder | $485 | $7,381-93.4% | $9,162-94.7% | $7,339-93.4% |