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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 | $25,165 | $180,466-86.1% | $154,114-83.7% | $135,382-81.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,612 | $6,035-40.2% | $5,298-31.8% | $4,779-24.4% |
| Participant deferral / active EE | $2,607 | $5,806-55.1% | $5,081-48.7% | $5,609-53.5% |
| Admin fee / account holder | $2,315 | $16,144-85.7% | $13,411-82.7% | $10,829-78.6% |