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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 | $5,901 | $100,073-94.1% | $85,126-93.1% | $145,877-96.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,822 | $3,236-43.7% | $2,731-33.3% | $4,663-60.9% |
| Participant deferral / active EE | $4,340 | $5,294-18.0% | $4,523-4.1% | $6,691-35.1% |
| Admin fee / account holder | $585 | $7,261-91.9% | $6,160-90.5% | $13,402-95.6% |