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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 | $10,478 | $129,737-91.9% | $119,126-91.2% | $154,746-93.2% |
| 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 | $2,597 | $4,375-40.6% | $4,034-35.6% | $4,379-40.7% |
| Participant deferral / active EE | $4,136 | $5,842-29.2% | $5,318-22.2% | $6,730-38.6% |
| Admin fee / account holder | $1,102 | $11,961-90.8% | $10,693-89.7% | $14,365-92.3% |