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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 | $6,393 | $84,685-92.5% | $73,836-91.3% | $125,389-94.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.41% | 3123.80%-3121.4pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,973 | $3,993-0.5% | $3,583+10.9% | $5,352-25.8% |
| Admin fee / account holder | $12,667 | $5,694+122.5% | $4,882+159.5% | $9,541+32.8% |