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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 | $16,359 | $180,462-90.9% | $154,111-89.4% | $135,379-87.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.94% | 888.17%-892.1pp | 735.18%-739.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,755 | $6,036-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $3,027 | $5,806-47.9% | $5,081-40.4% | $5,609-46.0% |
| Admin fee / account holder | $4,698 | $16,145-70.9% | $13,411-65.0% | $10,828-56.6% |