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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 | $10,248 | $159,934-93.6% | $147,005-93.0% | $145,959-93.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,625 | $5,287-50.4% | $4,934-46.8% | $4,661-43.7% |
| Participant deferral / active EE | $6,198 | $8,427-26.4% | $8,070-23.2% | $6,689-7.3% |
| Admin fee / account holder | $423 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |