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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 | $15,442 | $168,635-90.8% | $147,617-89.5% | $125,389-87.7% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -0.58% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,595 | $6,252-74.5% | $5,564-71.3% | $4,866-67.2% |
| Participant deferral / active EE | $2,853 | $5,507-48.2% | $4,895-41.7% | $5,352-46.7% |
| Admin fee / account holder | $751 | $13,580-94.5% | $11,612-93.5% | $9,541-92.1% |