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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 | $7,303 | $111,830-93.5% | $93,696-92.2% | $145,884-95.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,192 | $3,093-29.1% | $2,422-9.5% | $4,662-53.0% |
| Participant deferral / active EE | $5,147 | $4,920+4.6% | $4,417+16.5% | $6,690-23.1% |
| Admin fee / account holder | $310 | $10,249-97.0% | $8,287-96.3% | $13,392-97.7% |