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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 | $25,500 | $104,479-75.6% | $159,474-84.0% | $79,391-67.9% |
| Participation rate | 79.0% | 76.6%+2.4pp | 82.8%-3.8pp | 70.7%+8.3pp |
| Annual return | 0.00% | 67.98%-68.0pp | 263.68%-263.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $8,000 | $3,417+134.1% | $4,831+65.6% | $2,428+229.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $922 | $711+29.7% | $10,802-91.5% | $627+47.2% |