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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 | $6,966 | $84,696-91.8% | $75,702-90.8% | $167,497-95.8% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.8%+7.5pp | 82.1%+0.2pp |
| Annual return | 28.51% | 199.42%-170.9pp | 104.56%-76.1pp | 478.62%-450.1pp |
| Employer contribution / active EE | $680 | $3,230-78.9% | $2,743-75.2% | $4,838-85.9% |
| Participant deferral / active EE | $3,672 | $4,580-19.8% | $3,822-3.9% | $6,341-42.1% |
| Admin fee / account holder | $779 | $5,356-85.5% | $3,619-78.5% | $12,310-93.7% |