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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 | $8,110 | $90,607-91.0% | $79,467-89.8% | $135,380-94.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.37% | 977.74%-986.1pp | 718.30%-726.7pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,466 | $3,068+13.0% | $2,800+23.8% | $4,779-27.5% |
| Participant deferral / active EE | $975 | $4,050-75.9% | $3,704-73.7% | $5,609-82.6% |
| Admin fee / account holder | $1,185 | $5,895-79.9% | $5,104-76.8% | $10,828-89.1% |