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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 | $11,775 | $190,916-93.8% | $160,037-92.6% | $134,545-91.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -16.70% | 552.79%-569.5pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,360 | $6,925-51.5% | $6,184-45.7% | $6,401-47.5% |
| Admin fee / account holder | $1,497 | $10,497-85.7% | $8,716-82.8% | $11,431-86.9% |