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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 | $13,053 | $176,105-92.6% | $159,474-91.8% | $167,536-92.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,439 | $5,299-54.0% | $4,831-49.5% | $4,839-49.6% |
| Participant deferral / active EE | $10,539 | $7,751+36.0% | $7,353+43.3% | $6,342+66.2% |
| Admin fee / account holder | $547 | $12,559-95.6% | $10,802-94.9% | $12,315-95.6% |