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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 | $16,911 | $166,268-89.8% | $165,100-89.8% | $145,897-88.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.43% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,510 | $5,284-52.5% | $4,348-42.3% | $4,663-46.2% |
| Participant deferral / active EE | $3,610 | $6,964-48.2% | $6,035-40.2% | $6,689-46.0% |
| Admin fee / account holder | $918 | $16,659-94.5% | $12,696-92.8% | $13,390-93.1% |