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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 | $8,004 | $175,231-95.4% | $149,696-94.7% | $139,466-94.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,727 | $5,478-50.2% | $4,821-43.4% | $4,754-42.6% |
| Participant deferral / active EE | $5,441 | $6,521-16.6% | $5,682-4.2% | $6,712-18.9% |
| Admin fee / account holder | $690 | $16,155-95.7% | $13,212-94.8% | $11,409-94.0% |