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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 | $6,818 | $90,606-92.5% | $79,466-91.4% | $135,379-95.0% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -6.75% | 977.69%-984.4pp | 718.28%-725.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $439 | $3,068-85.7% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $860 | $4,050-78.8% | $3,704-76.8% | $5,609-84.7% |
| Admin fee / account holder | $1,030 | $5,895-82.5% | $5,104-79.8% | $10,828-90.5% |