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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 | $11,266 | $160,028-93.0% | $147,080-92.3% | $145,884-92.3% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 9.94% | 98.60%-88.7pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,463 | $5,286-72.3% | $4,933-70.3% | $4,662-68.6% |
| Participant deferral / active EE | $3,864 | $8,422-54.1% | $8,066-52.1% | $6,690-42.2% |
| Admin fee / account holder | $1,750 | $15,030-88.4% | $12,989-86.5% | $13,392-86.9% |