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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 | $11,260 | $160,059-93.0% | $140,019-92.0% | $135,380-91.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.67% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,567 | $6,420-60.0% | $5,605-54.2% | $4,779-46.3% |
| Participant deferral / active EE | $5,733 | $7,641-25.0% | $6,927-17.2% | $5,609+2.2% |
| Admin fee / account holder | $6,551 | $13,328-50.8% | $10,705-38.8% | $10,828-39.5% |