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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 | $0 | $138,076-100.0% | $123,553-100.0% | $135,380-100.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.46% | 153.70%-149.2pp | 119.21%-114.7pp | 519.81%-515.3pp |
| Employer contribution / active EE | $15,000 | $5,152+191.2% | $4,628+224.1% | $4,779+213.9% |
| Participant deferral / active EE | $24,000 | $6,800+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $153,613 | $10,917+1307.1% | $9,284+1554.5% | $10,828+1318.7% |