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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 | $12,163 | $217,432-94.4% | $185,849-93.5% | $167,536-92.7% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,398 | $5,875-76.2% | $5,169-73.0% | $4,839-71.1% |
| Participant deferral / active EE | $2,990 | $6,357-53.0% | $5,569-46.3% | $6,342-52.9% |
| Admin fee / account holder | $1,567 | $19,818-92.1% | $16,244-90.4% | $12,315-87.3% |