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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 | $17,370 | $138,076-87.4% | $123,553-85.9% | $135,380-87.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.23% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,462 | $5,152-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $8,219 | $6,800+20.9% | $6,426+27.9% | $5,609+46.5% |
| Admin fee / account holder | $7,247 | $10,917-33.6% | $9,284-21.9% | $10,828-33.1% |