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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 | $19,327 | $227,597-91.5% | $189,575-89.8% | $167,536-88.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,689 | $5,316-49.4% | $4,412-39.1% | $4,839-44.4% |
| Participant deferral / active EE | $22,847 | $7,002+226.3% | $6,174+270.1% | $6,342+260.2% |
| Admin fee / account holder | $7,063 | $11,877-40.5% | $9,806-28.0% | $12,315-42.6% |