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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 | $166,242-95.2% | $165,071-95.1% | $145,884-94.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,038 | $5,283-61.4% | $4,347-53.1% | $4,662-56.3% |
| Participant deferral / active EE | $6,044 | $6,964-13.2% | $6,035+0.1% | $6,690-9.7% |
| Admin fee / account holder | $587 | $16,658-96.5% | $12,695-95.4% | $13,392-95.6% |