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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 | $6,376 | $90,606-93.0% | $79,466-92.0% | $135,379-95.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,920 | $3,068-4.8% | $2,800+4.3% | $4,779-38.9% |
| Participant deferral / active EE | $5,236 | $4,050+29.3% | $3,704+41.4% | $5,609-6.6% |
| Admin fee / account holder | $1,221 | $5,895-79.3% | $5,104-76.1% | $10,828-88.7% |