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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 | $161,352-100.0% | $134,172-100.0% | $137,256-100.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13420.00% | 28.72%+13391.3pp | 25.30%+13394.7pp | 220.34%+13199.7pp |
| Employer contribution / active EE | $16,000 | $4,099+290.4% | $3,420+367.8% | $4,156+285.0% |
| Participant deferral / active EE | $24,000 | $5,552+332.2% | $4,690+411.7% | $6,407+274.6% |
| Admin fee / account holder | $40,623 | $15,028+170.3% | $12,016+238.1% | $12,270+231.1% |