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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 | $160,070-97.0% | $147,117-96.7% | $145,897-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,936 | $5,285-44.4% | $4,932-40.5% | $4,663-37.0% |
| Participant deferral / active EE | $2,940 | $8,419-65.1% | $8,065-63.5% | $6,689-56.0% |
| Admin fee / account holder | $1,297 | $15,035-91.4% | $12,993-90.0% | $13,390-90.3% |