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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 | $11,662 | $45,152-74.2% | $73,836-84.2% | $59,633-80.4% |
| Participation rate | 77.4% | 64.0%+13.4pp | 73.4%+4.0pp | 68.7%+8.7pp |
| Annual return | -0.09% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,171 | $1,901+66.8% | $2,787+13.8% | $2,203+44.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,818 | $3,515+8.6% | $4,882-21.8% | $4,297-11.1% |