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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 | $6,781 | $154,193-95.6% | $130,045-94.8% | $139,466-95.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 28.89% | 32.51%-3.6pp | -137.30%+166.2pp | 373.66%-344.8pp |
| Employer contribution / active EE | $1,388 | $5,292-73.8% | $4,321-67.9% | $4,754-70.8% |
| Participant deferral / active EE | $2,976 | $6,709-55.6% | $5,820-48.9% | $6,712-55.7% |
| Admin fee / account holder | $751 | $13,989-94.6% | $10,600-92.9% | $11,409-93.4% |