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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 | $9,430 | $125,237-92.5% | $105,608-91.1% | $145,877-93.5% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 225.76%-225.8pp | 116.50%-116.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,336 | $3,720-10.3% | $3,167+5.3% | $4,663-28.5% |
| Participant deferral / active EE | $5,025 | $5,711-12.0% | $5,010+0.3% | $6,691-24.9% |
| Admin fee / account holder | $628 | $17,287-96.4% | $11,028-94.3% | $13,402-95.3% |