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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 | $10,939 | $185,883-94.1% | $170,043-93.6% | $139,466-92.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,654 | $7,596-38.7% | $6,790-31.5% | $4,754-2.1% |
| Participant deferral / active EE | $6,404 | $11,626-44.9% | $10,410-38.5% | $6,712-4.6% |
| Admin fee / account holder | $1,386 | $15,393-91.0% | $12,824-89.2% | $11,409-87.9% |