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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 | $9,851 | $150,447-93.5% | $136,298-92.8% | $147,586-93.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,691 | $5,256-10.8% | $4,696-0.1% | $4,876-3.8% |
| Participant deferral / active EE | $4,856 | $6,631-26.8% | $6,247-22.3% | $5,439-10.7% |
| Admin fee / account holder | $517 | $10,906-95.3% | $9,244-94.4% | $10,886-95.3% |