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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 | $12,351 | $160,040-92.3% | $147,096-91.6% | $145,877-91.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 20.23% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $1,424 | $5,289-73.1% | $4,936-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $3,134 | $8,429-62.8% | $8,071-61.2% | $6,691-53.2% |
| Admin fee / account holder | $723 | $15,050-95.2% | $13,005-94.4% | $13,402-94.6% |