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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 | $12,893 | $152,592-91.6% | $125,180-89.7% | $152,885-91.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.25% | 54.84%-34.6pp | 43.79%-23.5pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,489 | $4,947-69.9% | $3,866-61.5% | $4,763-68.7% |
| Participant deferral / active EE | $2,422 | $5,868-58.7% | $4,937-50.9% | $5,851-58.6% |
| Admin fee / account holder | $573 | $13,435-95.7% | $9,703-94.1% | $11,598-95.1% |