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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 | $522 | $284,329-99.8% | $147,617-99.6% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | 2482.35% | 0.73%+2481.6pp | 61.98%+2420.4pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,565-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $3,532 | $35,034-89.9% | $11,611-69.6% | - |