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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 | $14,715 | $138,075-89.3% | $123,552-88.1% | $135,379-89.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -3.27% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,917 | $6,800-57.1% | $6,426-54.6% | $5,609-48.0% |
| Admin fee / account holder | $968 | $10,917-91.1% | $9,285-89.6% | $10,828-91.1% |