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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 | $13,751 | $102,422-86.6% | $147,117-90.7% | $80,959-83.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 41.41% | 135.16%-93.7pp | 420.54%-379.1pp | 35.67%+5.7pp |
| Employer contribution / active EE | $1,821 | $3,717-51.0% | $4,932-63.1% | $2,757-34.0% |
| Participant deferral / active EE | $2,685 | $6,652-59.6% | $8,065-66.7% | $4,300-37.6% |
| Admin fee / account holder | $395 | $7,953-95.0% | $12,993-97.0% | $6,925-94.3% |