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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 | $14,399 | $61,214-76.5% | $83,327-82.7% | $56,289-74.4% |
| Participation rate | 75.3% | 72.6%+2.8pp | 77.8%-2.4pp | 69.9%+5.5pp |
| Annual return | 51.62% | 0.42%+51.2pp | 10.64%+41.0pp | -9.96%+61.6pp |
| Employer contribution / active EE | $780 | $1,925-59.5% | $3,379-76.9% | $2,111-63.0% |
| Participant deferral / active EE | $5,421 | $5,091+6.5% | $5,565-2.6% | $3,350+61.8% |
| Admin fee / account holder | $491 | $512-4.0% | $7,540-93.5% | $521-5.8% |