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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 | $117,904-92.6% | $102,457-91.5% | $145,978-94.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 76.56% | 31.80%+44.8pp | 29.41%+47.2pp | 550.52%-474.0pp |
| Employer contribution / active EE | $8,529 | $3,613+136.0% | $3,022+182.2% | $4,662+83.0% |
| Participant deferral / active EE | $11,211 | $5,733+95.5% | $5,054+121.8% | $6,690+67.6% |
| Admin fee / account holder | $7,934 | $13,329-40.5% | $9,451-16.1% | $13,400-40.8% |