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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 | $9,600 | $82,630-88.4% | $64,105-85.0% | $125,389-92.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 68.2%+26.8pp | 83.2%+11.8pp |
| Annual return | -2.96% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,194 | $2,671+19.6% | $1,820+75.5% | $4,866-34.4% |
| Participant deferral / active EE | $850 | $3,608-76.5% | $2,822-69.9% | $5,352-84.1% |
| Admin fee / account holder | $1,786 | $6,382-72.0% | $4,499-60.3% | $9,541-81.3% |