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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 | $7,097 | $160,028-95.6% | $147,080-95.2% | $145,884-95.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.88% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,612 | $5,286-50.6% | $4,933-47.1% | $4,662-44.0% |
| Participant deferral / active EE | $3,088 | $8,422-63.3% | $8,066-61.7% | $6,690-53.8% |
| Admin fee / account holder | $8,682 | $15,030-42.2% | $12,989-33.2% | $13,392-35.2% |