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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 | $4,262 | $39,798-89.3% | $67,704-93.7% | $59,633-92.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $9,746 | $1,393+599.6% | $2,559+280.8% | $2,203+342.5% |
| Participant deferral / active EE | $1,174 | $2,335-49.7% | $3,585-67.3% | $3,192-63.2% |
| Admin fee / account holder | $3,034 | $3,212-5.5% | $4,255-28.7% | $4,297-29.4% |