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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 | $10,059 | $114,093-91.2% | $96,171-89.5% | $167,536-94.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 23.15% | 190.00%-166.9pp | 192.04%-168.9pp | 478.82%-455.7pp |
| Employer contribution / active EE | $1,421 | $3,429-58.6% | $2,799-49.2% | $4,839-70.6% |
| Participant deferral / active EE | $7,156 | $5,197+37.7% | $4,350+64.5% | $6,342+12.8% |
| Admin fee / account holder | $4,903 | $6,899-28.9% | $5,538-11.5% | $12,315-60.2% |