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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 | $28,773 | $168,635-82.9% | $147,617-80.5% | $125,389-77.1% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,155 | $6,252-65.5% | $5,564-61.3% | $4,866-55.7% |
| Participant deferral / active EE | $2,060 | $5,507-62.6% | $4,895-57.9% | $5,352-61.5% |
| Admin fee / account holder | $1,023 | $13,580-92.5% | $11,612-91.2% | $9,541-89.3% |