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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 | $10,084 | $176,077-94.3% | $159,455-93.7% | $167,518-94.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,462 | $5,298-53.5% | $4,830-49.0% | $4,838-49.1% |
| Participant deferral / active EE | $8,482 | $7,751+9.4% | $7,353+15.3% | $6,342+33.7% |
| Admin fee / account holder | $1,294 | $12,556-89.7% | $10,800-88.0% | $12,312-89.5% |