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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 | $25,796 | $168,635-84.7% | $147,617-82.5% | $125,389-79.4% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -1.17% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,391 | $6,252-77.8% | $5,564-75.0% | $4,866-71.4% |
| Participant deferral / active EE | $6,415 | $5,507+16.5% | $4,895+31.0% | $5,352+19.9% |
| Admin fee / account holder | $685 | $13,580-95.0% | $11,612-94.1% | $9,541-92.8% |