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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 | $21,622 | $184,000-88.2% | $162,185-86.7% | $152,909-85.9% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.5%-10.2pp |
| Annual return | 85.15% | 150.80%-65.6pp | 115.61%-30.5pp | 345.46%-260.3pp |
| Employer contribution / active EE | $1,605 | $6,370-74.8% | $5,613-71.4% | $4,764-66.3% |
| Participant deferral / active EE | $5,387 | $8,033-32.9% | $7,297-26.2% | $5,851-7.9% |
| Admin fee / account holder | $6,886 | $13,124-47.5% | $10,844-36.5% | $11,601-40.6% |