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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 | $5 | $150,346-100.0% | $120,524-100.0% | $145,877-100.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3610.00% | 154.40%+3455.6pp | 107.36%+3502.6pp | 551.28%+3058.7pp |
| Employer contribution / active EE | $16,000 | $4,353+267.6% | $3,469+361.2% | $4,663+243.1% |
| Participant deferral / active EE | $24,000 | $6,172+288.8% | $4,994+380.6% | $6,691+258.7% |
| Admin fee / account holder | $41,108 | $12,215+236.5% | $9,440+335.5% | $13,402+206.7% |