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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 | $102,382-86.6% | $147,005-90.6% | $80,874-83.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 41.41% | 134.89%-93.5pp | 418.76%-377.4pp | 35.62%+5.8pp |
| Employer contribution / active EE | $1,821 | $3,715-51.0% | $4,934-63.1% | $2,756-33.9% |
| Participant deferral / active EE | $2,685 | $6,646-59.6% | $8,070-66.7% | $4,297-37.5% |
| Admin fee / account holder | $395 | $7,942-95.0% | $13,006-97.0% | $6,935-94.3% |