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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 | $7,176 | $90,607-92.1% | $79,467-91.0% | $135,380-94.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.62% | 977.74%-971.1pp | 718.30%-711.7pp | 519.81%-513.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,150 | $4,050+397.5% | $3,704+444.0% | $5,609+259.2% |
| Admin fee / account holder | $364,046 | $5,895+6075.5% | $5,104+7032.3% | $10,828+3262.0% |