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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 | $3,009 | $115,814-97.4% | $101,275-97.0% | $158,982-98.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.91% | 56.16%-37.2pp | 46.48%-27.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $6,820 | $4,176+63.3% | $3,660+86.3% | $4,763+43.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,483 | $7,249-24.4% | $5,948-7.8% | $11,252-51.3% |