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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 | $6,838 | $168,635-95.9% | $147,617-95.4% | $125,389-94.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,818 | $6,252-54.9% | $5,564-49.4% | $4,866-42.1% |
| Participant deferral / active EE | $2,987 | $5,507-45.8% | $4,895-39.0% | $5,352-44.2% |
| Admin fee / account holder | $5,989 | $13,580-55.9% | $11,612-48.4% | $9,541-37.2% |