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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 | $7,839 | $105,210-92.5% | $159,487-95.1% | $85,851-90.9% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.8%+6.6pp | 69.3%+20.1pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $17,357 | $3,319+422.9% | $4,831+259.3% | $2,565+576.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,577 | $6,934-77.3% | $10,804-85.4% | $6,261-74.8% |