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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 | $4,480 | $123,854-96.4% | $69,623-93.6% | $145,884-96.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.74% | 192.35%-183.6pp | 101.23%-92.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,502 | $2,673-6.4% | $1,709+46.4% | $4,662-46.3% |
| Participant deferral / active EE | $3,192 | $4,242-24.8% | $2,890+10.5% | $6,690-52.3% |
| Admin fee / account holder | $4,813 | $7,822-38.5% | $4,696+2.5% | $13,392-64.1% |