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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 | $9,063 | $99,011-90.8% | $86,582-89.5% | $147,586-93.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.52% | 1312.75%-1295.2pp | 965.08%-947.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,185 | $3,132-62.2% | $2,839-58.3% | $4,876-75.7% |
| Participant deferral / active EE | $1,978 | $3,972-50.2% | $3,609-45.2% | $5,439-63.6% |
| Admin fee / account holder | $3,000 | $5,709-47.4% | $4,904-38.8% | $10,886-72.4% |