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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 | $11,451 | $183,539-93.8% | $155,556-92.6% | $145,897-92.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 20.71% | 61.31%-40.6pp | 64.84%-44.1pp | 552.29%-531.6pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,675-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $2,299 | $6,467-64.4% | $5,631-59.2% | $6,689-65.6% |
| Admin fee / account holder | $313 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |