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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 | $29,766 | $160,059-81.4% | $140,019-78.7% | $135,380-78.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.46% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,101 | $6,420-67.3% | $5,605-62.5% | $4,779-56.0% |
| Participant deferral / active EE | $3,031 | $7,641-60.3% | $6,927-56.2% | $5,609-46.0% |
| Admin fee / account holder | $6,807 | $13,328-48.9% | $10,705-36.4% | $10,828-37.1% |