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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 | $16,988 | $56,894-70.1% | $84,753-80.0% | $62,881-73.0% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 8.39% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,240 | $2,400-6.7% | $3,574-37.3% | $2,281-1.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,161 | $3,581-67.6% | $5,333-78.2% | $4,296-73.0% |