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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 | $10,893 | $91,525-88.1% | $130,026-91.6% | $75,181-85.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.11% | -631.40%+644.5pp | -137.26%+150.4pp | 160.69%-147.6pp |
| Employer contribution / active EE | $5,118 | $2,844+79.9% | $4,321+18.4% | $2,671+91.6% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $455 | $6,778-93.3% | $10,608-95.7% | $5,650-92.0% |