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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 | $4,820 | $160,040-97.0% | $147,096-96.7% | $145,877-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,936 | $5,289-44.5% | $4,936-40.5% | $4,663-37.0% |
| Participant deferral / active EE | $2,940 | $8,429-65.1% | $8,071-63.6% | $6,691-56.1% |
| Admin fee / account holder | $1,297 | $15,050-91.4% | $13,005-90.0% | $13,402-90.3% |