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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 | $8,604 | $84,685-89.8% | $73,836-88.3% | $125,389-93.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.79% | 3123.80%-3123.0pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,083 | $3,123-65.3% | $2,787-61.1% | $4,866-77.7% |
| Participant deferral / active EE | $1,373 | $3,993-65.6% | $3,583-61.7% | $5,352-74.3% |
| Admin fee / account holder | $3,196 | $5,694-43.9% | $4,882-34.5% | $9,541-66.5% |