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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 | $8,978 | $197,819-95.5% | $155,789-94.2% | $125,389-92.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.76% | 86.73%-89.5pp | 71.54%-74.3pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,084 | $4,850-77.7% | $3,839-71.8% | $4,866-77.7% |
| Participant deferral / active EE | $3,533 | $5,631-37.3% | $4,798-26.4% | $5,352-34.0% |
| Admin fee / account holder | $343 | $9,544-96.4% | $7,477-95.4% | $9,541-96.4% |