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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 | $21,733 | $183,988-88.2% | $162,177-86.6% | $152,897-85.8% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.5%-10.2pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,760 | $6,370-56.7% | $5,613-50.8% | $4,764-42.1% |
| Participant deferral / active EE | $3,806 | $8,032-52.6% | $7,297-47.8% | $5,851-34.9% |
| Admin fee / account holder | $1,667 | $13,123-87.3% | $10,843-84.6% | $11,599-85.6% |