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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 | $12,159 | $180,462-93.3% | $154,111-92.1% | $135,379-91.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.99% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,733 | $5,806-52.9% | $5,081-46.2% | $5,609-51.3% |
| Admin fee / account holder | $16,228 | $16,145+0.5% | $13,411+21.0% | $10,828+49.9% |