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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 | $7,013 | $152,542-95.4% | $117,498-94.0% | $134,509-94.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.35% | 53.02%-73.4pp | 29.75%-50.1pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,778 | $4,819-42.3% | $4,071-31.8% | $6,400-56.6% |
| Admin fee / account holder | $306 | $7,006-95.6% | $5,646-94.6% | $11,427-97.3% |