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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 | $12,038 | $166,268-92.8% | $165,100-92.7% | $145,897-91.7% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 13.04% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,559 | $5,284-70.5% | $4,348-64.1% | $4,663-66.6% |
| Participant deferral / active EE | $2,038 | $6,964-70.7% | $6,035-66.2% | $6,689-69.5% |
| Admin fee / account holder | $474 | $16,659-97.2% | $12,696-96.3% | $13,390-96.5% |