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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 | $9,155 | $152,612-94.0% | $125,192-92.7% | $152,897-94.0% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.5%-3.9pp |
| Annual return | 98.80% | 54.85%+44.0pp | 43.79%+55.0pp | 345.43%-246.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,040 | $5,868-48.2% | $4,937-38.4% | $5,851-48.0% |
| Admin fee / account holder | $724 | $13,437-94.6% | $9,704-92.5% | $11,599-93.8% |