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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 | $16,678 | $82,678-79.8% | $125,391-86.7% | $68,490-75.6% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,645 | $3,382+7.8% | $4,816-24.3% | $2,597+40.4% |
| Participant deferral / active EE | $7,978 | $6,111+30.5% | $7,448+7.1% | $4,028+98.1% |
| Admin fee / account holder | $4,871 | $6,277-22.4% | $10,009-51.3% | $5,403-9.8% |