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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 | $3,935 | $92,743-95.8% | $82,744-95.2% | $134,532-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.73% | 946.63%-961.4pp | 702.22%-717.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,952 | $3,273-40.4% | $3,008-35.1% | $4,741-58.8% |
| Participant deferral / active EE | $2,627 | $4,802-45.3% | $4,395-40.2% | $6,401-59.0% |
| Admin fee / account holder | $2,787 | $5,977-53.4% | $5,325-47.7% | $11,429-75.6% |