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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 | $7,562 | $84,697-91.1% | $73,845-89.8% | $125,393-94.0% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.46% | 3123.66%-3125.1pp | 2267.91%-2269.4pp | 282.23%-283.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,130 | $3,993-46.7% | $3,583-40.6% | $5,351-60.2% |
| Admin fee / account holder | $373 | $5,692-93.5% | $4,881-92.4% | $9,541-96.1% |