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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 | $8,825 | $168,635-94.8% | $147,617-94.0% | $125,389-93.0% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -3.53% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,244 | $6,252-64.1% | $5,564-59.7% | $4,866-53.9% |
| Participant deferral / active EE | $4,255 | $5,507-22.7% | $4,895-13.1% | $5,352-20.5% |
| Admin fee / account holder | $326 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |