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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 | $102,422-90.9% | $147,117-93.6% | $80,959-88.4% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.5pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $12,604 | $3,717+239.1% | $4,932+155.5% | $2,757+357.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $906 | $7,953-88.6% | $12,993-93.0% | $6,925-86.9% |