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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 | $12,792 | $129,737-90.1% | $119,126-89.3% | $154,746-91.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $28,816 | $4,375+558.7% | $4,034+614.4% | $4,379+558.0% |
| Participant deferral / active EE | $13,871 | $5,842+137.4% | $5,318+160.8% | $6,730+106.1% |
| Admin fee / account holder | $1,944 | $11,961-83.7% | $10,693-81.8% | $14,365-86.5% |