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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 | $27,349 | $160,059-82.9% | $140,019-80.5% | $135,380-79.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.24% | 911.48%-913.7pp | 651.17%-653.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $4,168 | $6,420-35.1% | $5,605-25.6% | $4,779-12.8% |
| Participant deferral / active EE | $7,608 | $7,641-0.4% | $6,927+9.8% | $5,609+35.6% |
| Admin fee / account holder | $2,950 | $13,328-77.9% | $10,705-72.4% | $10,828-72.8% |