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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 | $13,923 | $150,412-90.7% | $120,574-88.5% | $145,884-90.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 18.55% | 154.50%-135.9pp | 107.42%-88.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,381 | $4,355-45.3% | $3,471-31.4% | $4,662-48.9% |
| Participant deferral / active EE | $6,229 | $6,175+0.9% | $4,996+24.7% | $6,690-6.9% |
| Admin fee / account holder | $315 | $12,224-97.4% | $9,445-96.7% | $13,392-97.7% |