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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 | $12,110 | $138,078-91.2% | $125,363-90.3% | $134,509-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,272 | $5,245-75.7% | $4,815-73.6% | $4,741-73.2% |
| Participant deferral / active EE | $4,590 | $7,800-41.1% | $7,447-38.4% | $6,400-28.3% |
| Admin fee / account holder | $2,367 | $11,566-79.5% | $10,005-76.3% | $11,427-79.3% |