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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 | $35,243 | $227,399-84.5% | $189,758-81.4% | $198,609-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.54% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $22,987 | $5,526+316.0% | $4,767+382.2% | $5,055+354.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,442,979 | $25,162+5634.6% | $20,388+6977.6% | $19,030+7482.5% |