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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 | $30 | $141,004-100.0% | $112,273-100.0% | $139,466-100.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 50250.00% | 32.75%+50217.2pp | 30.23%+50219.8pp | 373.66%+49876.3pp |
| Employer contribution / active EE | $16,000 | $4,285+273.4% | $3,431+366.3% | $4,754+236.6% |
| Participant deferral / active EE | $24,000 | $5,878+308.3% | $4,800+400.0% | $6,712+257.6% |
| Admin fee / account holder | $40,977 | $9,959+311.5% | $7,752+428.6% | $11,409+259.2% |