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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 | $4,729 | $148,623-96.8% | $135,974-96.5% | $139,466-96.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 34.51% | 79.30%-44.8pp | 68.30%-33.8pp | 373.66%-339.1pp |
| Employer contribution / active EE | $1,822 | $5,246-65.3% | $4,859-62.5% | $4,754-61.7% |
| Participant deferral / active EE | $2,713 | $8,103-66.5% | $7,760-65.0% | $6,712-59.6% |
| Admin fee / account holder | $1,038 | $12,406-91.6% | $10,767-90.4% | $11,409-90.9% |