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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 | $9,300 | $84,685-89.0% | $73,836-87.4% | $125,389-92.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 3123.80%-3125.5pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $880 | $3,993-78.0% | $3,583-75.4% | $5,352-83.6% |
| Admin fee / account holder | $447 | $5,694-92.1% | $4,882-90.8% | $9,541-95.3% |