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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 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 20.23% | 98.60%-78.4pp | 420.17%-399.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $1,424 | $5,286-73.1% | $4,933-71.1% | $4,662-69.5% |
| Participant deferral / active EE | $3,134 | $8,422-62.8% | $8,066-61.2% | $6,690-53.2% |
| Admin fee / account holder | $723 | $15,030-95.2% | $12,989-94.4% | $13,392-94.6% |