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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 | $12,481 | $150,447-91.7% | $136,298-90.8% | $147,586-91.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,815 | $5,256+86.7% | $4,696+109.0% | $4,876+101.3% |
| Participant deferral / active EE | $4,500 | $6,631-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $6,606 | $10,906-39.4% | $9,244-28.5% | $10,886-39.3% |