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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 | $7,991 | $162,136-95.1% | $152,301-94.8% | $154,746-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,712 | $4,890-44.5% | $4,624-41.4% | $4,379-38.1% |
| Participant deferral / active EE | $5,423 | $8,341-35.0% | $8,004-32.2% | $6,730-19.4% |
| Admin fee / account holder | $878 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |