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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 | $12,998 | $138,078-90.6% | $125,363-89.6% | $134,509-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.44% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,180 | $5,245-77.5% | $4,815-75.5% | $4,741-75.1% |
| Participant deferral / active EE | $9,356 | $7,800+20.0% | $7,447+25.6% | $6,400+46.2% |
| Admin fee / account holder | $395 | $11,566-96.6% | $10,005-96.1% | $11,427-96.5% |