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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 | $18,932 | $102,385-81.5% | $147,080-87.1% | $80,935-76.6% |
| Participation rate | 91.0% | 75.9%+15.2pp | 82.2%+8.8pp | 67.7%+23.4pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,347 | $6,651+175.9% | $8,066+127.4% | $4,299+326.7% |
| Admin fee / account holder | $2,595 | $7,951-67.4% | $12,989-80.0% | $6,924-62.5% |