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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 | $9,430 | $180,462-94.8% | $154,111-93.9% | $135,379-93.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.03% | 888.17%-891.2pp | 735.18%-738.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,302 | $6,036-61.9% | $5,298-56.5% | $4,779-51.8% |
| Participant deferral / active EE | $5,908 | $5,806+1.8% | $5,081+16.3% | $5,609+5.3% |
| Admin fee / account holder | $9,590 | $16,145-40.6% | $13,411-28.5% | $10,828-11.4% |