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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 | $8,207 | $107,368-92.4% | $92,915-91.2% | $152,909-94.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $8,401 | $4,222+99.0% | $3,653+130.0% | $4,764+76.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,203 | $7,082-68.9% | $5,796-62.0% | $11,601-81.0% |