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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 | $18,502 | $105,200-82.4% | $159,474-88.4% | $85,847-78.4% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.8%-5.4pp | 69.3%+8.1pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,583 | $3,319-22.2% | $4,831-46.5% | $2,565+0.7% |
| Participant deferral / active EE | $6,031 | $5,946+1.4% | $7,353-18.0% | $3,952+52.6% |
| Admin fee / account holder | $2,295 | $6,934-66.9% | $10,802-78.8% | $6,261-63.3% |