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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 | $2 | $129,959-100.0% | $104,301-100.0% | $134,532-100.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.78% | 42.04%-60.8pp | 24.61%-43.4pp | 418.27%-437.0pp |
| Employer contribution / active EE | $15,000 | $4,185+258.4% | $3,373+344.7% | $4,741+216.4% |
| Participant deferral / active EE | $24,000 | $5,589+329.4% | $4,626+418.8% | $6,401+274.9% |
| Admin fee / account holder | $1,416,211 | $9,325+15087.4% | $7,340+19193.2% | $11,429+12291.9% |