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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 | $31 | $81,668-100.0% | $58,507-99.9% | $139,487-100.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 7.83% | 7430.07%-7422.2pp | 4252.32%-4244.5pp | 373.84%-366.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $51,846 | $3,212+1514.0% | $2,486+1985.5% | $11,407+354.5% |