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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 | $14,789 | $105,284-86.0% | $150,734-90.2% | $94,015-84.3% |
| Participation rate | 85.7% | 71.7%+14.0pp | 78.4%+7.3pp | 70.8%+14.9pp |
| Annual return | 41.62% | 15.67%+26.0pp | 600.81%-559.2pp | 17.84%+23.8pp |
| Employer contribution / active EE | $2,073 | $3,599-42.4% | $4,918-57.8% | $2,790-25.7% |
| Participant deferral / active EE | $5,546 | $4,274+29.8% | $5,610-1.1% | $4,249+30.5% |
| Admin fee / account holder | $2,081 | $9,839-78.9% | $14,905-86.0% | $8,951-76.8% |