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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 | $11,138 | $755,339-98.5% | $379,746-97.1% | $158,982-93.0% |
| Participation rate | 94.7% | 81.8%+13.0pp | 78.4%+16.3pp | 82.0%+12.8pp |
| Annual return | 6.78% | 53.41%-46.6pp | 34.90%-28.1pp | 302.99%-296.2pp |
| Employer contribution / active EE | $11,698 | $4,685+149.7% | $3,540+230.5% | $4,763+145.6% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,523 | $14,482-27.3% | $7,927+32.7% | $11,252-6.5% |