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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 | $7,328 | $90,606-91.9% | $79,466-90.8% | $135,379-94.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.98% | 977.69%-985.7pp | 718.28%-726.3pp | 519.79%-527.8pp |
| Employer contribution / active EE | $338 | $3,068-89.0% | $2,800-87.9% | $4,779-92.9% |
| Participant deferral / active EE | $1,614 | $4,050-60.1% | $3,704-56.4% | $5,609-71.2% |
| Admin fee / account holder | $515 | $5,895-91.3% | $5,104-89.9% | $10,828-95.2% |