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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 | $1,007 | $138,078-99.3% | $125,363-99.2% | $134,509-99.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.20% | 750.49%-750.3pp | 572.15%-571.9pp | 418.13%-417.9pp |
| Employer contribution / active EE | $64,000 | $5,245+1120.3% | $4,815+1229.3% | $4,741+1250.1% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $64,000 | $11,566+453.4% | $10,005+539.7% | $11,427+460.1% |