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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 | $22,060 | $180,459-87.8% | $154,108-85.7% | $135,380-83.7% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -6.21% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,936 | $6,035-67.9% | $5,298-63.4% | $4,779-59.5% |
| Participant deferral / active EE | $5,085 | $5,806-12.4% | $5,081+0.1% | $5,609-9.3% |
| Admin fee / account holder | $6,821 | $16,145-57.7% | $13,411-49.1% | $10,828-37.0% |