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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 | $18,671 | $180,459-89.7% | $154,108-87.9% | $135,380-86.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.62% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,312 | $6,035-78.3% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $2,522 | $5,806-56.6% | $5,081-50.4% | $5,609-55.0% |
| Admin fee / account holder | $3,094 | $16,145-80.8% | $13,411-76.9% | $10,828-71.4% |