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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 | $18,167 | $138,075-86.8% | $123,552-85.3% | $135,379-86.6% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.34% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,788 | $6,800-59.0% | $6,426-56.6% | $5,609-50.3% |
| Admin fee / account holder | $2,666 | $10,917-75.6% | $9,285-71.3% | $10,828-75.4% |