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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 | $19,879 | $138,075-85.6% | $123,552-83.9% | $135,379-85.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,584 | $5,152-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $7,989 | $6,800+17.5% | $6,426+24.3% | $5,609+42.4% |
| Admin fee / account holder | $1,297 | $10,917-88.1% | $9,285-86.0% | $10,828-88.0% |