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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 | $6,727 | $102,547-93.4% | $78,210-91.4% | $147,586-95.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 25.62% | 51.08%-25.5pp | 40.90%-15.3pp | 578.59%-553.0pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $302 | $5,059-94.0% | $3,758-92.0% | $10,886-97.2% |