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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 | $3,703 | $96,678-96.2% | $86,640-95.7% | $139,466-97.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 14.28% | 106.69%-92.4pp | 592.52%-578.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $912 | $3,265-72.1% | $3,024-69.8% | $4,754-80.8% |
| Participant deferral / active EE | $1,070 | $4,837-77.9% | $4,438-75.9% | $6,712-84.1% |
| Admin fee / account holder | $1,158 | $6,410-81.9% | $5,616-79.4% | $11,409-89.8% |