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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 | $1,208 | $97,125-98.8% | $86,233-98.6% | $137,256-99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.38% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,491 | $2,841-12.3% | $2,504-0.6% | $4,156-40.1% |
| Participant deferral / active EE | $21,469 | $5,180+314.5% | $4,559+370.9% | $6,407+235.1% |
| Admin fee / account holder | $1,051,292 | $9,725+10710.7% | $8,342+12502.2% | $12,270+8467.9% |