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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 | $8,048 | $166,131-95.2% | $164,975-95.1% | $145,877-94.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,038 | $5,276-61.4% | $4,343-53.1% | $4,663-56.3% |
| Participant deferral / active EE | $6,044 | $6,962-13.2% | $6,033+0.2% | $6,691-9.7% |
| Admin fee / account holder | $587 | $16,648-96.5% | $12,688-95.4% | $13,402-95.6% |