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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 | $25,025 | $217,432-88.5% | $185,849-86.5% | $167,536-85.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.94% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,909 | $5,875-67.5% | $5,169-63.1% | $4,839-60.6% |
| Participant deferral / active EE | $4,900 | $6,357-22.9% | $5,569-12.0% | $6,342-22.7% |
| Admin fee / account holder | $2,755 | $19,818-86.1% | $16,244-83.0% | $12,315-77.6% |