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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 | $13,931 | $58,391-76.1% | $76,667-81.8% | $72,976-80.9% |
| Participation rate | 74.2% | 67.4%+6.8pp | 72.1%+2.1pp | 69.5%+4.7pp |
| Annual return | 20.44% | 2306.65%-2286.2pp | 1166.74%-1146.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,339 | $1,787-25.1% | $2,303-41.9% | $2,440-45.1% |
| Participant deferral / active EE | $2,433 | $2,690-9.6% | $3,336-27.1% | $3,608-32.6% |
| Admin fee / account holder | $1,207 | $4,014-69.9% | $6,423-81.2% | $5,124-76.4% |