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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 | $12,187 | $138,102-91.2% | $125,381-90.3% | $134,532-90.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.83% | 750.73%-767.6pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,712 | $5,245-67.4% | $4,815-64.4% | $4,741-63.9% |
| Participant deferral / active EE | $3,495 | $7,801-55.2% | $7,448-53.1% | $6,401-45.4% |
| Admin fee / account holder | $5,205 | $11,568-55.0% | $10,007-48.0% | $11,429-54.5% |