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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 | $13,123 | $48,364-72.9% | $71,796-81.7% | $62,881-79.1% |
| Participation rate | 91.5% | 60.6%+30.9pp | 69.1%+22.4pp | 69.3%+22.2pp |
| Annual return | 8.35% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $847 | $1,042-18.7% | $1,924-56.0% | $2,281-62.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $634 | $3,771-83.2% | $4,815-86.8% | $4,296-85.2% |