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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 | $5,301 | $160,070-96.7% | $147,117-96.4% | $145,897-96.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,095 | $5,285-60.4% | $4,932-57.5% | $4,663-55.1% |
| Participant deferral / active EE | $2,670 | $8,419-68.3% | $8,065-66.9% | $6,689-60.1% |
| Admin fee / account holder | $540 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |