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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 | $16,726 | $95,975-82.6% | $74,549-77.6% | $135,379-87.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $526 | $2,716-80.6% | $1,961-73.2% | $4,779-89.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,297 | $6,522-64.8% | $5,059-54.6% | $10,828-78.8% |