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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 | $4,143 | $124,175-96.7% | $108,405-96.2% | $167,536-97.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,155 | $4,188-72.4% | $3,559-67.5% | $4,839-76.1% |
| Participant deferral / active EE | $2,461 | $6,908-64.4% | $6,563-62.5% | $6,342-61.2% |
| Admin fee / account holder | $666 | $9,457-93.0% | $7,297-90.9% | $12,315-94.6% |