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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 | $20,178 | $138,075-85.4% | $123,552-83.7% | $135,379-85.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.04% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.7pp |
| Employer contribution / active EE | $17,388 | $5,152+237.5% | $4,628+275.7% | $4,779+263.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,005 | $10,917+37.4% | $9,285+61.6% | $10,828+38.6% |