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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 | $11,272 | $138,072-91.8% | $123,549-90.9% | $135,382-91.7% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -5.82% | 153.69%-159.5pp | 119.20%-125.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,466 | $5,152-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $3,666 | $6,799-46.1% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $3,769 | $10,917-65.5% | $9,284-59.4% | $10,829-65.2% |