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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 | $11,513 | $100,194-88.5% | $122,979-90.6% | $86,983-86.8% |
| Participation rate | 85.7% | 73.0%+12.7pp | 77.2%+8.5pp | 69.5%+16.2pp |
| Annual return | 13.02% | 16.47%-3.5pp | 20.12%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,162 | $4,133-47.7% | $5,003-56.8% | $4,194-48.4% |
| Admin fee / account holder | $2,123 | $10,148-79.1% | $12,864-83.5% | $7,856-73.0% |