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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 | $108,882-98.9% | $96,754-98.8% | $154,746-99.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.38% | 98.39%-86.0pp | 82.04%-69.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,491 | $3,018-17.5% | $2,679-7.0% | $4,379-43.1% |
| Participant deferral / active EE | $21,469 | $5,323+303.3% | $4,758+351.2% | $6,730+219.0% |
| Admin fee / account holder | $1,051,292 | $10,200+10206.4% | $8,905+11706.0% | $14,365+7218.3% |