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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 | $53 | $212,777-100.0% | $173,703-100.0% | $198,609-100.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13420.00% | 18.82%+13401.2pp | 17.46%+13402.5pp | 202.70%+13217.3pp |
| Employer contribution / active EE | $16,000 | $5,214+206.9% | $4,288+273.2% | $5,055+216.5% |
| Participant deferral / active EE | $24,000 | $5,697+321.3% | $4,854+394.4% | $6,977+244.0% |
| Admin fee / account holder | $40,623 | $19,536+107.9% | $15,562+161.0% | $19,030+113.5% |