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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 | $16,637 | $140,578-88.2% | $100,671-83.5% | $125,393-86.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | 0.55% | 24.67%-24.1pp | 20.43%-19.9pp | 282.23%-281.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,488 | $3,981+62.9% | $3,144+106.4% | $5,351+21.2% |
| Admin fee / account holder | $15,333 | $6,716+128.3% | $4,850+216.2% | $9,541+60.7% |