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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 | $7,672 | $138,102-94.4% | $125,381-93.9% | $134,532-94.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.82% | 750.73%-758.5pp | 572.31%-580.1pp | 418.27%-426.1pp |
| Employer contribution / active EE | $1,611 | $5,245-69.3% | $4,815-66.5% | $4,741-66.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $727 | $11,568-93.7% | $10,007-92.7% | $11,429-93.6% |