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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 | $19,563 | $138,072-85.8% | $123,549-84.2% | $135,382-85.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.61% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,600 | $6,799+11.8% | $6,426+18.3% | $5,609+35.5% |
| Admin fee / account holder | $17,236 | $10,917+57.9% | $9,284+85.6% | $10,829+59.2% |