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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 | $11,429 | $96,558-88.2% | $80,977-85.9% | $273,972-95.8% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 3.34% | 15.14%-11.8pp | 17.11%-13.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,566 | $6,598-76.3% | $5,696-72.5% | $5,287-70.4% |
| Admin fee / account holder | $3,613 | $7,493-51.8% | $5,517-34.5% | $10,133-64.3% |