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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 | $8,346 | $101,283-91.8% | $75,826-89.0% | $135,380-93.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.90% | 3384.62%-3393.5pp | 1914.15%-1923.0pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,275 | $2,382-46.5% | $1,913-33.4% | $4,779-73.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $357 | $6,539-94.5% | $4,726-92.5% | $10,828-96.7% |