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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 | $7,005 | $92,684-92.4% | $82,706-91.5% | $134,509-94.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.54% | 945.84%-955.4pp | 701.76%-711.3pp | 418.13%-427.7pp |
| Employer contribution / active EE | $3,172 | $3,272-3.0% | $3,007+5.5% | $4,741-33.1% |
| Participant deferral / active EE | $3,145 | $4,800-34.5% | $4,394-28.4% | $6,400-50.9% |
| Admin fee / account holder | $7,489 | $5,982+25.2% | $5,329+40.5% | $11,427-34.5% |