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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 | $2,350 | $68,097-96.5% | $62,929-96.3% | $137,256-98.3% |
| Participation rate | 76.5% | 77.4%-1.0pp | 73.1%+3.4pp | 80.0%-3.5pp |
| Annual return | 0.00% | 1859.11%-1859.1pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,873 | $4,553-36.9% | $3,888-26.1% | $6,407-55.2% |
| Admin fee / account holder | $1,419 | $6,521-78.2% | $5,065-72.0% | $12,270-88.4% |