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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 | $20,449 | $180,462-88.7% | $154,111-86.7% | $135,379-84.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.06% | 888.17%-891.2pp | 735.18%-738.2pp | 519.79%-522.9pp |
| Employer contribution / active EE | $2,987 | $6,036-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $7,966 | $5,806+37.2% | $5,081+56.8% | $5,609+42.0% |
| Admin fee / account holder | $884 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |