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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 | $24,756 | $160,059-84.5% | $140,019-82.3% | $135,380-81.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.51% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,896 | $7,641-49.0% | $6,927-43.8% | $5,609-30.5% |
| Admin fee / account holder | $18,570 | $13,328+39.3% | $10,705+73.5% | $10,828+71.5% |