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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 | $24,418 | $168,635-85.5% | $147,617-83.5% | $125,389-80.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.41% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,040 | $6,252-67.4% | $5,564-63.3% | $4,866-58.1% |
| Participant deferral / active EE | $2,291 | $5,507-58.4% | $4,895-53.2% | $5,352-57.2% |
| Admin fee / account holder | $860 | $13,580-93.7% | $11,612-92.6% | $9,541-91.0% |