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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 | $49,578 | $289,147-82.9% | $78,363-36.7% | $289,147-82.9% |
| Participation rate | 87.5% | 80.8%+6.7pp | 95.8%-8.3pp | 80.8%+6.7pp |
| Annual return | 14.39% | 12.61%+1.8pp | 38.74%-24.4pp | 12.61%+1.8pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $11,375-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $1,942 | $5,372-63.8% | $14,596-86.7% | $5,372-63.8% |
| Admin fee / account holder | $2,984 | $23,026-87.0% | $1,036+187.9% | $23,026-87.0% |