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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 | $28,279 | $160,059-82.3% | $140,019-79.8% | $135,379-79.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.85% | 911.44%-915.3pp | 651.15%-655.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,972 | $6,420-38.1% | $5,605-29.1% | $4,779-16.9% |
| Participant deferral / active EE | $6,000 | $7,641-21.5% | $6,927-13.4% | $5,609+7.0% |
| Admin fee / account holder | $662 | $13,328-95.0% | $10,705-93.8% | $10,828-93.9% |