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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 | $13,107 | $159,934-91.8% | $147,005-91.1% | $145,959-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $4,071 | $5,287-23.0% | $4,934-17.5% | $4,661-12.7% |
| Participant deferral / active EE | $8,998 | $8,427+6.8% | $8,070+11.5% | $6,689+34.5% |
| Admin fee / account holder | $307 | $15,053-98.0% | $13,006-97.6% | $13,398-97.7% |