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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 | $5,812 | $100,203-94.2% | $85,240-93.2% | $145,897-96.0% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 32.94% | 84.28%-51.3pp | 66.75%-33.8pp | 552.29%-519.4pp |
| Employer contribution / active EE | $889 | $3,242-72.6% | $2,735-67.5% | $4,663-80.9% |
| Participant deferral / active EE | $1,090 | $5,299-79.4% | $4,527-75.9% | $6,689-83.7% |
| Admin fee / account holder | $1,024 | $7,265-85.9% | $6,165-83.4% | $13,390-92.4% |