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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 | $9,361 | $102,393-90.9% | $147,041-93.6% | $80,911-88.4% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $12,604 | $3,715+239.3% | $4,935+155.4% | $2,756+357.4% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $906 | $7,943-88.6% | $13,006-93.0% | $6,935-86.9% |