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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 | $13,433 | $160,040-91.6% | $147,096-90.9% | $145,877-90.8% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.73% | 98.49%-79.8pp | 419.75%-401.0pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,757 | $5,289-47.9% | $4,936-44.2% | $4,663-40.9% |
| Participant deferral / active EE | $5,277 | $8,429-37.4% | $8,071-34.6% | $6,691-21.1% |
| Admin fee / account holder | $2,342 | $15,050-84.4% | $13,005-82.0% | $13,402-82.5% |