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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 | $15,883 | $160,040-90.1% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 20.15% | 98.49%-78.3pp | 419.75%-399.6pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,097 | $5,289-60.4% | $4,936-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $5,499 | $8,429-34.8% | $8,071-31.9% | $6,691-17.8% |
| Admin fee / account holder | $429 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |