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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 | $13,356 | $138,114-90.3% | $125,391-89.3% | $134,545-90.1% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,192 | $5,246-77.3% | $4,816-75.2% | $4,742-74.9% |
| Participant deferral / active EE | $2,549 | $7,801-67.3% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $4,950 | $11,570-57.2% | $10,009-50.5% | $11,431-56.7% |