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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 | $14,772 | $95,979-84.6% | $74,551-80.2% | $135,380-89.1% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | -7.06% | 56.97%-64.0pp | 32.53%-39.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,588 | $2,716-41.6% | $1,961-19.0% | $4,779-66.8% |
| Participant deferral / active EE | $2,383 | $3,844-38.0% | $3,108-23.3% | $5,609-57.5% |
| Admin fee / account holder | $476 | $6,522-92.7% | $5,059-90.6% | $10,828-95.6% |