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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 | $166,131-89.8% | $164,975-89.7% | $145,877-88.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.43% | 100.37%-86.9pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,510 | $5,276-52.4% | $4,343-42.2% | $4,663-46.2% |
| Participant deferral / active EE | $3,610 | $6,962-48.1% | $6,033-40.2% | $6,691-46.0% |
| Admin fee / account holder | $918 | $16,648-94.5% | $12,688-92.8% | $13,402-93.1% |