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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 | $29,626 | $181,896-83.7% | $156,551-81.1% | $273,972-89.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.10% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,256 | $5,550-5.3% | $4,871+7.9% | $5,287-0.6% |
| Admin fee / account holder | $9,656 | $15,560-37.9% | $13,028-25.9% | $10,133-4.7% |