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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 | $10,435 | $138,075-92.4% | $123,552-91.6% | $135,379-92.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.54% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,498 | $5,152-70.9% | $4,628-67.6% | $4,779-68.7% |
| Participant deferral / active EE | $5,493 | $6,800-19.2% | $6,426-14.5% | $5,609-2.1% |
| Admin fee / account holder | $18,473 | $10,917+69.2% | $9,285+99.0% | $10,828+70.6% |