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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 | $16,496 | $176,402-90.6% | $134,155-87.7% | $158,950-89.6% |
| Participation rate | 76.2% | 78.7%-2.5pp | 72.2%+4.0pp | 82.0%-5.8pp |
| Annual return | 41.81% | 63.66%-21.8pp | 36.34%+5.5pp | 302.91%-261.1pp |
| Employer contribution / active EE | $2,137 | $5,042-57.6% | $3,705-42.3% | $4,762-55.1% |
| Participant deferral / active EE | $9,060 | $4,093+121.4% | $3,500+158.9% | $5,983+51.4% |
| Admin fee / account holder | $1,230 | $8,719-85.9% | $6,685-81.6% | $11,248-89.1% |