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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 | $5,904 | $176,688-96.7% | $130,660-95.5% | $152,897-96.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,187 | $5,743-79.3% | $4,092-71.0% | $4,764-75.1% |
| Participant deferral / active EE | $3,285 | $4,362-24.7% | $3,603-8.8% | $5,851-43.9% |
| Admin fee / account holder | $399 | $7,131-94.4% | $5,463-92.7% | $11,599-96.6% |