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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 | $13,399 | $96,123-86.1% | $77,361-82.7% | $198,609-93.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 75.0%+2.8pp | 82.4%-4.6pp |
| Annual return | 13.50% | 2054.81%-2041.3pp | 1011.54%-998.0pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,982 | $3,791-47.7% | $2,990-33.7% | $5,055-60.8% |
| Participant deferral / active EE | $2,206 | $4,975-55.7% | $3,911-43.6% | $6,977-68.4% |
| Admin fee / account holder | $1,809 | $9,471-80.9% | $5,894-69.3% | $19,030-90.5% |