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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 | $15,121 | $115,796-86.9% | $101,264-85.1% | $158,950-90.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 18.58% | 56.15%-37.6pp | 46.48%-27.9pp | 302.91%-284.3pp |
| Employer contribution / active EE | $1,280 | $4,175-69.3% | $3,660-65.0% | $4,762-73.1% |
| Participant deferral / active EE | $3,081 | $4,958-37.9% | $4,370-29.5% | $5,983-48.5% |
| Admin fee / account holder | $1,068 | $7,247-85.3% | $5,947-82.0% | $11,248-90.5% |