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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 | $17,285 | $159,978-89.2% | $147,041-88.2% | $145,978-88.2% |
| Participation rate | 87.0% | 84.0%+2.9pp | 82.2%+4.8pp | 80.3%+6.7pp |
| Annual return | 31.41% | 98.36%-67.0pp | 419.21%-387.8pp | 550.52%-519.1pp |
| Employer contribution / active EE | $1,551 | $5,288-70.7% | $4,935-68.6% | $4,662-66.7% |
| Participant deferral / active EE | $3,863 | $8,429-54.2% | $8,071-52.1% | $6,690-42.3% |
| Admin fee / account holder | $2,022 | $15,053-86.6% | $13,006-84.5% | $13,400-84.9% |