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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 | $18,632 | $168,635-89.0% | $147,617-87.4% | $125,389-85.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,676 | $6,252-73.2% | $5,564-69.9% | $4,866-65.6% |
| Participant deferral / active EE | $2,371 | $5,507-56.9% | $4,895-51.6% | $5,352-55.7% |
| Admin fee / account holder | $783 | $13,580-94.2% | $11,612-93.3% | $9,541-91.8% |