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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 | $7,477 | $160,040-95.3% | $147,096-94.9% | $145,877-94.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,778 | $5,289-66.4% | $4,936-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $6,707 | $8,429-20.4% | $8,071-16.9% | $6,691+0.3% |
| Admin fee / account holder | $595 | $15,050-96.0% | $13,005-95.4% | $13,402-95.6% |