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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 | $7,526 | $175,231-95.7% | $149,696-95.0% | $139,466-94.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 34.01% | 166.77%-132.8pp | 134.46%-100.4pp | 373.66%-339.7pp |
| Employer contribution / active EE | $1,986 | $5,478-63.8% | $4,821-58.8% | $4,754-58.2% |
| Participant deferral / active EE | $3,026 | $6,521-53.6% | $5,682-46.8% | $6,712-54.9% |
| Admin fee / account holder | $634 | $16,155-96.1% | $13,212-95.2% | $11,409-94.4% |