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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 | $9,124 | $84,685-89.2% | $73,836-87.6% | $125,389-92.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.71% | 3123.80%-3123.1pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,060 | $3,123-2.0% | $2,787+9.8% | $4,866-37.1% |
| Participant deferral / active EE | $1,270 | $3,993-68.2% | $3,583-64.6% | $5,352-76.3% |
| Admin fee / account holder | $928 | $5,694-83.7% | $4,882-81.0% | $9,541-90.3% |