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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 | $102,385-86.6% | $147,080-90.7% | $80,935-83.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 41.41% | 135.09%-93.7pp | 420.17%-378.8pp | 35.66%+5.8pp |
| Employer contribution / active EE | $1,821 | $3,717-51.0% | $4,933-63.1% | $2,757-34.0% |
| Participant deferral / active EE | $2,685 | $6,651-59.6% | $8,066-66.7% | $4,299-37.6% |
| Admin fee / account holder | $395 | $7,951-95.0% | $12,989-97.0% | $6,924-94.3% |