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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 | $21,528 | $160,059-86.5% | $140,019-84.6% | $135,379-84.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,293 | $6,420-64.3% | $5,605-59.1% | $4,779-52.0% |
| Participant deferral / active EE | $5,750 | $7,641-24.7% | $6,927-17.0% | $5,609+2.5% |
| Admin fee / account holder | $367 | $13,328-97.2% | $10,705-96.6% | $10,828-96.6% |