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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 | $13,704 | $166,268-91.8% | $165,100-91.7% | $145,897-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,430 | $5,284-16.2% | $4,348+1.9% | $4,663-5.0% |
| Participant deferral / active EE | $9,135 | $6,964+31.2% | $6,035+51.4% | $6,689+36.6% |
| Admin fee / account holder | $369 | $16,659-97.8% | $12,696-97.1% | $13,390-97.2% |