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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 | $181,062-100.0% | $158,223-100.0% | $155,188-100.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.72% | 57.39%-47.7pp | 52.09%-42.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $83,781 | $4,565+1735.4% | $4,109+1939.1% | $4,248+1872.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,743,156 | $18,825+19784.1% | $16,047+23226.0% | $14,480+25751.0% |