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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 | $16,373 | $160,028-89.8% | $147,080-88.9% | $145,884-88.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 34.24% | 98.60%-64.4pp | 420.17%-385.9pp | 551.85%-517.6pp |
| Employer contribution / active EE | $6,720 | $5,286+27.1% | $4,933+36.2% | $4,662+44.1% |
| Participant deferral / active EE | $5,735 | $8,422-31.9% | $8,066-28.9% | $6,690-14.3% |
| Admin fee / account holder | $2,102 | $15,030-86.0% | $12,989-83.8% | $13,392-84.3% |