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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 | $8,733 | $117,895-92.6% | $102,460-91.5% | $145,897-94.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 76.56% | 31.92%+44.6pp | 29.47%+47.1pp | 552.29%-475.7pp |
| Employer contribution / active EE | $8,529 | $3,619+135.7% | $3,025+181.9% | $4,663+82.9% |
| Participant deferral / active EE | $11,211 | $5,736+95.4% | $5,056+121.7% | $6,689+67.6% |
| Admin fee / account holder | $7,934 | $13,353-40.6% | $9,460-16.1% | $13,390-40.7% |