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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 | $5,830 | $289,211-98.0% | $260,467-97.8% | $198,609-97.1% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 11.26% | 112.90%-101.6pp | 100.60%-89.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $540,661 | $16,236+3230.0% | $15,461+3396.9% | $19,030+2741.1% |