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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 | $13,769 | $160,028-91.4% | $147,080-90.6% | $145,884-90.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 17.18% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $5,974 | $5,286+13.0% | $4,933+21.1% | $4,662+28.1% |
| Participant deferral / active EE | $4,189 | $8,422-50.3% | $8,066-48.1% | $6,690-37.4% |
| Admin fee / account holder | $664 | $15,030-95.6% | $12,989-94.9% | $13,392-95.0% |