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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 | $8,218 | $55,470-85.2% | $155,556-94.7% | $74,478-89.0% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 19.95% | 269.80%-249.9pp | 64.84%-44.9pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,168 | $2,838+11.6% | $5,631-43.7% | $4,350-27.2% |
| Admin fee / account holder | $2,607 | $1,744+49.5% | $15,885-83.6% | $1,946+34.0% |