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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 | $8,326 | $86,298-90.4% | $111,308-92.5% | $85,847-90.3% |
| Participation rate | 82.1% | 73.3%+8.8pp | 77.3%+4.8pp | 69.3%+12.8pp |
| Annual return | 72.17% | 19.99%+52.2pp | 54.67%+17.5pp | 318.61%-246.4pp |
| Employer contribution / active EE | $1,768 | $2,044-13.5% | $2,732-35.3% | $2,565-31.1% |
| Participant deferral / active EE | $2,926 | $3,641-19.6% | $4,487-34.8% | $3,952-26.0% |
| Admin fee / account holder | $2,094 | $8,189-74.4% | $7,965-73.7% | $6,261-66.5% |