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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 | $9,681 | $84,685-88.6% | $73,836-86.9% | $125,389-92.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -1.89% | 3123.80%-3125.7pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,329 | $3,123-25.4% | $2,787-16.5% | $4,866-52.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,771 | $5,694-68.9% | $4,882-63.7% | $9,541-81.4% |