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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 | $19,618 | $168,635-88.4% | $147,617-86.7% | $125,389-84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.19% | 77.65%-78.8pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,745 | $5,507-50.2% | $4,895-43.9% | $5,352-48.7% |
| Admin fee / account holder | $730 | $13,580-94.6% | $11,612-93.7% | $9,541-92.4% |