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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 | $7,013 | $152,597-95.4% | $117,533-94.0% | $134,532-94.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.35% | 53.04%-73.4pp | 29.77%-50.1pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,778 | $4,821-42.4% | $4,072-31.8% | $6,401-56.6% |
| Admin fee / account holder | $306 | $7,007-95.6% | $5,647-94.6% | $11,429-97.3% |