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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 | $15,489 | $65,575-76.4% | $86,209-82.0% | $75,181-79.4% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 35.46% | 46.07%-10.6pp | 1169.05%-1133.6pp | 160.69%-125.2pp |
| Employer contribution / active EE | $2,706 | $1,553+74.2% | $2,381+13.6% | $2,671+1.3% |
| Participant deferral / active EE | $4,102 | $3,023+35.7% | $3,986+2.9% | $4,126-0.6% |
| Admin fee / account holder | $1,925 | $5,470-64.8% | $6,853-71.9% | $5,650-65.9% |