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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 | $15,895 | $167,522-90.5% | $151,639-89.5% | $134,532-88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.69% | 7.81%-28.5pp | 3.34%-24.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,719 | $6,828-45.5% | $6,165-39.7% | $4,741-21.6% |
| Participant deferral / active EE | $20,632 | $8,986+129.6% | $8,363+146.7% | $6,401+222.3% |
| Admin fee / account holder | $403 | $13,780-97.1% | $11,613-96.5% | $11,429-96.5% |