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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 | $29,079 | $160,059-81.8% | $140,019-79.2% | $135,379-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.24% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $8,798 | $6,420+37.0% | $5,605+57.0% | $4,779+84.1% |
| Participant deferral / active EE | $3,944 | $7,641-48.4% | $6,927-43.1% | $5,609-29.7% |
| Admin fee / account holder | $10,511 | $13,328-21.1% | $10,705-1.8% | $10,828-2.9% |