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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 | $9,659 | $61,787-84.4% | $97,197-90.1% | $80,925-88.1% |
| Participation rate | 97.8% | 63.5%+34.3pp | 72.7%+25.1pp | 67.7%+30.1pp |
| Annual return | 0.00% | -558.16%+558.2pp | 75.47%-75.5pp | 35.65%-35.6pp |
| Employer contribution / active EE | $15,389 | $1,836+738.2% | $2,723+465.2% | $2,756+458.3% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,459 | $5,170+257.1% | $5,637+227.4% | $6,940+166.0% |