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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 | $2,713 | $92,766-97.1% | $82,763-96.7% | $134,545-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.00% | 946.97%-967.0pp | 702.45%-722.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,846 | $4,802-61.6% | $4,395-58.0% | $6,401-71.2% |
| Admin fee / account holder | $497 | $5,978-91.7% | $5,325-90.7% | $11,431-95.7% |