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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 | $9,564 | $107,944-91.1% | $91,994-89.6% | $152,885-93.7% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.5%-4.7pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,659 | $6,365+51.8% | $5,923+63.1% | $5,851+65.1% |
| Admin fee / account holder | $2,061 | $10,521-80.4% | $7,743-73.4% | $11,598-82.2% |