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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 | $5,134 | $90,606-94.3% | $79,466-93.5% | $135,379-96.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.98% | 977.69%-979.7pp | 718.28%-720.3pp | 519.79%-521.8pp |
| Employer contribution / active EE | $740 | $3,068-75.9% | $2,800-73.6% | $4,779-84.5% |
| Participant deferral / active EE | $968 | $4,050-76.1% | $3,704-73.9% | $5,609-82.7% |
| Admin fee / account holder | $2,433 | $5,895-58.7% | $5,104-52.3% | $10,828-77.5% |