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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 | $1,786 | $96,643-98.2% | $86,617-97.9% | $139,456-98.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,847 | $3,264-43.4% | $3,023-38.9% | $4,753-61.1% |
| Participant deferral / active EE | $890 | $4,835-81.6% | $4,437-79.9% | $6,711-86.7% |
| Admin fee / account holder | $363 | $6,406-94.3% | $5,613-93.5% | $11,407-96.8% |