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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 | $2,089 | $125,193-98.3% | $105,591-98.0% | $145,978-98.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 225.53%-225.5pp | 116.43%-116.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $8,644 | $3,718+132.5% | $3,166+173.0% | $4,662+85.4% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,003 | $17,277-59.5% | $11,024-36.5% | $13,400-47.7% |