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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 | $5,346 | $84,684-93.7% | $73,835-92.8% | $125,388-95.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.61% | 3123.93%-3125.5pp | 2268.13%-2269.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $14,260 | $3,123+356.6% | $2,788+411.6% | $4,866+193.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,562 | $5,691-72.6% | $4,880-68.0% | $9,541-83.6% |