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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 | $9,997 | $133,998-92.5% | $112,263-91.1% | $134,545-92.6% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -19.98% | 47.17%-67.2pp | 27.49%-47.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $3,963 | $4,040-1.9% | $3,636+9.0% | $4,742-16.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,947 | $7,493-47.3% | $6,410-38.4% | $11,431-65.5% |