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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 | $740 | $65,367-98.9% | $92,915-99.2% | $72,976-99.0% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $6,024 | $2,594+132.2% | $3,653+64.9% | $2,440+146.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,160 | $4,251-72.7% | $5,796-80.0% | $5,124-77.4% |