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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 | $19,071 | $197,819-90.4% | $155,789-87.8% | $125,389-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.21% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,790 | $4,850-63.1% | $3,839-53.4% | $4,866-63.2% |
| Participant deferral / active EE | $2,724 | $5,631-51.6% | $4,798-43.2% | $5,352-49.1% |
| Admin fee / account holder | $633 | $9,544-93.4% | $7,477-91.5% | $9,541-93.4% |