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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 | $12,746 | $156,616-91.9% | $133,346-90.4% | $198,609-93.6% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | 11.20% | 44.25%-33.1pp | 36.85%-25.7pp | 202.70%-191.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $274,752 | $17,468+1472.9% | $14,264+1826.2% | $19,030+1343.8% |