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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 | $12,307 | $84,236-85.4% | $170,435-92.8% | $70,126-82.5% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,923 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $791 | $5,698-86.1% | $13,881-94.3% | $4,645-83.0% |