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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 | $3,862 | $84,685-95.4% | $73,836-94.8% | $125,389-96.9% |
| Participation rate | 78.6% | 76.8%+1.8pp | 73.4%+5.1pp | 83.2%-4.6pp |
| Annual return | -0.82% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,593 | $3,123-49.0% | $2,787-42.8% | $4,866-67.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $624 | $5,694-89.0% | $4,882-87.2% | $9,541-93.5% |