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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 | $126,519-92.5% | $106,201-91.1% | $145,959-93.5% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 0.00% | 225.10%-225.1pp | 116.26%-116.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,336 | $3,726-10.5% | $3,170+5.2% | $4,661-28.4% |
| Participant deferral / active EE | $5,025 | $5,716-12.1% | $5,012+0.3% | $6,689-24.9% |
| Admin fee / account holder | $628 | $17,312-96.4% | $11,039-94.3% | $13,398-95.3% |