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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 | $7,646 | $106,008-92.8% | $92,240-91.7% | $147,586-94.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,746 | $4,333-59.7% | $3,680-52.6% | $4,876-64.2% |
| Participant deferral / active EE | $5,951 | $4,478+32.9% | $3,897+52.7% | $5,439+9.4% |
| Admin fee / account holder | $604 | $6,333-90.5% | $5,194-88.4% | $10,886-94.5% |