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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 | $10,952 | $138,078-92.1% | $125,363-91.3% | $134,509-91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.92% | 750.49%-766.4pp | 572.15%-588.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $2,767 | $5,245-47.2% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $2,767 | $7,800-64.5% | $7,447-62.8% | $6,400-56.8% |
| Admin fee / account holder | $26,463 | $11,566+128.8% | $10,005+164.5% | $11,427+131.6% |