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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 | $6,972 | $152,597-95.4% | $117,533-94.1% | $134,532-94.8% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -20.14% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,995 | $4,821-17.1% | $4,072-1.9% | $6,401-37.6% |
| Admin fee / account holder | $688 | $7,007-90.2% | $5,647-87.8% | $11,429-94.0% |