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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 | $6,268 | $154,193-95.9% | $130,045-95.2% | $139,466-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,827 | $5,292-46.6% | $4,321-34.6% | $4,754-40.5% |
| Participant deferral / active EE | $3,729 | $6,709-44.4% | $5,820-35.9% | $6,712-44.4% |
| Admin fee / account holder | $336 | $13,989-97.6% | $10,600-96.8% | $11,409-97.1% |