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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 | $8,286 | $175,259-95.3% | $149,723-94.5% | $139,487-94.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $9,688 | $5,478+76.8% | $4,821+100.9% | $4,755+103.8% |
| Participant deferral / active EE | $4,888 | $6,522-25.0% | $5,682-14.0% | $6,713-27.2% |
| Admin fee / account holder | $692 | $16,158-95.7% | $13,215-94.8% | $11,407-93.9% |