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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 | $23,651 | $180,466-86.9% | $154,114-84.7% | $135,382-82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.52% | 888.15%-893.7pp | 735.16%-740.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $2,903 | $6,035-51.9% | $5,298-45.2% | $4,779-39.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,654 | $16,144-89.8% | $13,411-87.7% | $10,829-84.7% |