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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 | $2,597 | $150,435-98.3% | $120,580-97.8% | $145,897-98.2% |
| Participation rate | 71.4% | 78.8%-7.4pp | 72.0%-0.5pp | 80.3%-8.9pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,629 | $6,174-57.4% | $4,995-47.4% | $6,689-60.7% |
| Admin fee / account holder | $610 | $12,182-95.0% | $9,418-93.5% | $13,390-95.4% |