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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 | $1,284 | $183,592-99.3% | $155,574-99.2% | $145,877-99.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,874 | $5,317-64.8% | $4,676-59.9% | $4,663-59.8% |
| Participant deferral / active EE | $2,925 | $6,466-54.8% | $5,629-48.0% | $6,691-56.3% |
| Admin fee / account holder | $3,767 | $19,316-80.5% | $15,914-76.3% | $13,402-71.9% |