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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 | $16,887 | $197,819-91.5% | $155,789-89.2% | $125,388-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.93% | 86.73%-87.7pp | 71.54%-72.5pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,703 | $4,850-3.0% | $3,839+22.5% | $4,866-3.4% |
| Participant deferral / active EE | $1,844 | $5,631-67.3% | $4,798-61.6% | $5,352-65.5% |
| Admin fee / account holder | $844 | $9,544-91.2% | $7,477-88.7% | $9,541-91.2% |