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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 | $11,367 | $153,311-92.6% | $109,313-89.6% | $273,972-95.9% |
| Participation rate | 92.9% | 80.1%+12.8pp | 71.3%+21.6pp | 83.0%+9.8pp |
| Annual return | 4.46% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,533 | $3,932-35.6% | $3,166-20.0% | $5,287-52.1% |
| Admin fee / account holder | $565 | $8,076-93.0% | $5,666-90.0% | $10,133-94.4% |