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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 | $11,940 | $183,516-93.5% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,826 | $5,315-65.6% | $4,675-60.9% | $4,662-60.8% |
| Participant deferral / active EE | $6,879 | $6,467+6.4% | $5,630+22.2% | $6,690+2.8% |
| Admin fee / account holder | $765 | $19,293-96.0% | $15,900-95.2% | $13,392-94.3% |