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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 | $1,169 | $183,516-99.4% | $155,534-99.2% | $145,884-99.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $57,450 | $5,315+981.0% | $4,675+1128.9% | $4,662+1132.2% |
| Participant deferral / active EE | $30,500 | $6,467+371.7% | $5,630+441.7% | $6,690+355.9% |
| Admin fee / account holder | $800,843 | $19,293+4050.9% | $15,900+4936.8% | $13,392+5880.1% |