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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 | $6,386 | $115,810-94.5% | $101,271-93.7% | $158,966-96.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,831 | $4,175-56.2% | $3,660-50.0% | $4,762-61.6% |
| Participant deferral / active EE | $4,453 | $4,958-10.2% | $4,371+1.9% | $5,983-25.6% |
| Admin fee / account holder | $834 | $7,248-88.5% | $5,948-86.0% | $11,250-92.6% |