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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 | $33,221 | $125,758-73.6% | $170,004-80.5% | $75,173-55.8% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.0%-5.8pp | 67.2%+14.1pp |
| Annual return | 95.47% | 27.20%+68.3pp | 53.39%+42.1pp | 160.65%-65.2pp |
| Employer contribution / active EE | $3,895 | $4,615-15.6% | $6,786-42.6% | $2,670+45.9% |
| Participant deferral / active EE | $7,915 | $6,837+15.8% | $10,408-23.9% | $4,126+91.9% |
| Admin fee / account holder | $3,924 | $8,173-52.0% | $12,816-69.4% | $5,651-30.6% |