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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 | $11,497 | $106,923-89.2% | $84,023-86.3% | $152,909-92.5% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 12.86% | 105.02%-92.2pp | 71.32%-58.5pp | 345.46%-332.6pp |
| Employer contribution / active EE | $975 | $2,735-64.4% | $1,984-50.9% | $4,764-79.5% |
| Participant deferral / active EE | $1,197 | $4,013-70.2% | $3,239-63.0% | $5,851-79.5% |
| Admin fee / account holder | $21,268 | $8,289+156.6% | $6,102+248.5% | $11,601+83.3% |