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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 | $10,338 | $147,727-93.0% | $115,756-91.1% | $134,545-92.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -10.87% | 73.96%-84.8pp | 143.14%-154.0pp | 418.37%-429.2pp |
| Employer contribution / active EE | $7,568 | $4,713+60.6% | $3,793+99.6% | $4,742+59.6% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,262 | $14,571-36.4% | $8,124+14.0% | $11,431-19.0% |