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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 | $20,973 | $263,436-92.0% | $305,030-93.1% | $254,173-91.7% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 4.07% | 288.76%-284.7pp | 380.66%-376.6pp | 259.17%-255.1pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $977,802 | $13,313+7244.5% | $12,800+7539.2% | $21,502+4447.5% |