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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 | $11,823 | $138,102-91.4% | $125,381-90.6% | $134,532-91.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,292 | $5,245-56.3% | $4,815-52.4% | $4,741-51.7% |
| Participant deferral / active EE | $4,443 | $7,801-43.0% | $7,448-40.3% | $6,401-30.6% |
| Admin fee / account holder | $1,200 | $11,568-89.6% | $10,007-88.0% | $11,429-89.5% |