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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 | $15,392 | $160,028-90.4% | $147,080-89.5% | $145,884-89.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 21.33% | 98.60%-77.3pp | 420.17%-398.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $1,525 | $5,286-71.1% | $4,933-69.1% | $4,662-67.3% |
| Participant deferral / active EE | $3,583 | $8,422-57.5% | $8,066-55.6% | $6,690-46.4% |
| Admin fee / account holder | $463 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |