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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 | $11,284 | $121,656-90.7% | $104,614-89.2% | $158,950-92.9% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,574 | $3,164-50.3% | $2,681-41.3% | $4,762-67.0% |
| Participant deferral / active EE | $3,962 | $4,177-5.1% | $3,739+6.0% | $5,983-33.8% |
| Admin fee / account holder | $318 | $7,775-95.9% | $6,464-95.1% | $11,248-97.2% |