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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 | $8,672 | $98,766-91.2% | $149,730-94.2% | $79,852-89.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 119.75% | 27.43%+92.3pp | 276.70%-156.9pp | 31.72%+88.0pp |
| Employer contribution / active EE | $2,047 | $3,217-36.4% | $4,645-55.9% | $2,471-17.2% |
| Participant deferral / active EE | $3,156 | $5,681-44.5% | $6,843-53.9% | $3,740-15.6% |
| Admin fee / account holder | $382 | $6,052-93.7% | $9,310-95.9% | $5,306-92.8% |