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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 | $9,078 | $110,801-91.8% | $86,615-89.5% | $167,536-94.6% |
| Participation rate | 78.9% | 75.8%+3.2pp | 71.6%+7.3pp | 82.1%-3.2pp |
| Annual return | 22.16% | 116.96%-94.8pp | 63.51%-41.4pp | 478.82%-456.7pp |
| Employer contribution / active EE | $2,997 | $3,245-7.6% | $2,496+20.1% | $4,839-38.1% |
| Participant deferral / active EE | $3,253 | $4,547-28.5% | $3,699-12.1% | $6,342-48.7% |
| Admin fee / account holder | $950 | $8,417-88.7% | $5,830-83.7% | $12,315-92.3% |