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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 | $7,570 | $90,607-91.6% | $79,467-90.5% | $135,380-94.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.03% | 977.74%-981.8pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $892 | $3,068-70.9% | $2,800-68.2% | $4,779-81.3% |
| Participant deferral / active EE | $1,005 | $4,050-75.2% | $3,704-72.9% | $5,609-82.1% |
| Admin fee / account holder | $1,696 | $5,895-71.2% | $5,104-66.8% | $10,828-84.3% |