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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 | $4,016 | $72,426-94.5% | $67,560-94.1% | $145,897-97.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7226.78%-7226.8pp | 3533.50%-3533.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,761 | $3,074-10.2% | $2,737+0.9% | $4,663-40.8% |
| Participant deferral / active EE | $3,853 | $4,785-19.5% | $4,004-3.8% | $6,689-42.4% |
| Admin fee / account holder | $1,105 | $5,514-80.0% | $3,994-72.3% | $13,390-91.8% |