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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 | $16,441 | $168,635-90.3% | $147,617-88.9% | $125,389-86.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.82% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,402 | $6,252-77.6% | $5,564-74.8% | $4,866-71.2% |
| Participant deferral / active EE | $2,602 | $5,507-52.7% | $4,895-46.8% | $5,352-51.4% |
| Admin fee / account holder | $1,755 | $13,580-87.1% | $11,612-84.9% | $9,541-81.6% |