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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 | $12,905 | $160,028-91.9% | $147,080-91.2% | $145,884-91.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.21% | 98.60%-75.4pp | 420.17%-397.0pp | 551.85%-528.6pp |
| Employer contribution / active EE | $4,534 | $5,286-14.2% | $4,933-8.1% | $4,662-2.7% |
| Participant deferral / active EE | $7,483 | $8,422-11.2% | $8,066-7.2% | $6,690+11.9% |
| Admin fee / account holder | $1,761 | $15,030-88.3% | $12,989-86.4% | $13,392-86.9% |