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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 | $19,052 | $160,059-88.1% | $140,019-86.4% | $135,380-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.30% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,457 | $6,420-61.7% | $5,605-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,953 | $13,328-70.3% | $10,705-63.1% | $10,828-63.5% |