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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 | $23,097 | $180,466-87.2% | $154,114-85.0% | $135,382-82.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.81% | 888.15%-891.0pp | 735.16%-738.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $1,320 | $6,035-78.1% | $5,298-75.1% | $4,779-72.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,313 | $16,144-67.1% | $13,411-60.4% | $10,829-50.9% |