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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 | $8,789 | $100,938-91.3% | $90,461-90.3% | $158,982-94.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,760 | $3,691-52.3% | $3,264-46.1% | $4,763-63.0% |
| Participant deferral / active EE | $4,636 | $4,350+6.6% | $3,964+17.0% | $5,983-22.5% |
| Admin fee / account holder | $680 | $6,510-89.6% | $5,617-87.9% | $11,252-94.0% |