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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 | $11,039 | $138,072-92.0% | $123,549-91.1% | $135,382-91.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.88% | 153.69%-162.6pp | 119.20%-128.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $2,277 | $5,152-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $3,150 | $6,799-53.7% | $6,426-51.0% | $5,609-43.8% |
| Admin fee / account holder | $1,419 | $10,917-87.0% | $9,284-84.7% | $10,829-86.9% |