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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 | $4,155 | $90,607-95.4% | $79,467-94.8% | $135,380-96.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -8.19% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,693 | $3,068-44.8% | $2,800-39.5% | $4,779-64.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $843 | $5,895-85.7% | $5,104-83.5% | $10,828-92.2% |