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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 | $23,227 | $180,459-87.1% | $154,108-84.9% | $135,380-82.8% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | -4.38% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,953 | $6,035-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $2,716 | $5,806-53.2% | $5,081-46.5% | $5,609-51.6% |
| Admin fee / account holder | $11,651 | $16,145-27.8% | $13,411-13.1% | $10,828+7.6% |