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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 | $2,725 | $106,557-97.4% | $91,227-97.0% | $134,545-98.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.59% | 160.81%-160.2pp | 114.14%-113.6pp | 418.37%-417.8pp |
| Employer contribution / active EE | $1,400 | $3,332-58.0% | $2,851-50.9% | $4,742-70.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,235 | $6,235+96.2% | $5,423+125.6% | $11,431+7.0% |