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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 | $7,943 | $138,102-94.2% | $125,381-93.7% | $134,532-94.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,776 | $7,801-13.1% | $7,448-9.0% | $6,401+5.9% |
| Admin fee / account holder | $941 | $11,568-91.9% | $10,007-90.6% | $11,429-91.8% |