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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 | $12,451 | $159,934-92.2% | $147,005-91.5% | $145,959-91.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 67.90% | 98.24%-30.3pp | 418.76%-350.9pp | 561.95%-494.0pp |
| Employer contribution / active EE | $1,753 | $5,287-66.9% | $4,934-64.5% | $4,661-62.4% |
| Participant deferral / active EE | $5,515 | $8,427-34.6% | $8,070-31.7% | $6,689-17.5% |
| Admin fee / account holder | $2,974 | $15,053-80.2% | $13,006-77.1% | $13,398-77.8% |