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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 | $7,388 | $63,845-88.4% | $81,370-90.9% | $80,959-90.9% |
| Participation rate | 84.4% | 63.9%+20.5pp | 69.5%+14.8pp | 67.7%+16.7pp |
| Annual return | 11.48% | 16.37%-4.9pp | 24.85%-13.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,897 | $3,093-38.7% | $3,885-51.2% | $4,300-55.9% |
| Admin fee / account holder | $406 | $5,688-92.9% | $5,749-92.9% | $6,925-94.1% |