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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 | $10,509 | $160,028-93.4% | $147,080-92.9% | $145,884-92.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 24.03% | 98.60%-74.6pp | 420.17%-396.1pp | 551.85%-527.8pp |
| Employer contribution / active EE | $1,601 | $5,286-69.7% | $4,933-67.5% | $4,662-65.7% |
| Participant deferral / active EE | $8,520 | $8,422+1.2% | $8,066+5.6% | $6,690+27.4% |
| Admin fee / account holder | $42,676 | $15,030+183.9% | $12,989+228.6% | $13,392+218.7% |