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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 | $19,155 | $180,462-89.4% | $154,111-87.6% | $135,379-85.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.64% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,651 | $6,036-72.7% | $5,298-68.8% | $4,779-65.5% |
| Participant deferral / active EE | $3,052 | $5,806-47.4% | $5,081-39.9% | $5,609-45.6% |
| Admin fee / account holder | $10,488 | $16,145-35.0% | $13,411-21.8% | $10,828-3.1% |