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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 | $15,091 | $95,979-84.3% | $74,551-79.8% | $135,380-88.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -2.21% | 56.97%-59.2pp | 32.53%-34.7pp | 519.81%-522.0pp |
| Employer contribution / active EE | $3,750 | $2,716+38.1% | $1,961+91.2% | $4,779-21.5% |
| Participant deferral / active EE | $867 | $3,844-77.4% | $3,108-72.1% | $5,609-84.5% |
| Admin fee / account holder | $35,402 | $6,522+442.8% | $5,059+599.7% | $10,828+226.9% |