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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 | $6,005 | $92,743-93.5% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.83% | 946.63%-961.5pp | 702.22%-717.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,065 | $3,273-67.5% | $3,008-64.6% | $4,741-77.5% |
| Participant deferral / active EE | $1,550 | $4,802-67.7% | $4,395-64.7% | $6,401-75.8% |
| Admin fee / account holder | $3,352 | $5,977-43.9% | $5,325-37.0% | $11,429-70.7% |