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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 | $27,370 | $96,289-71.6% | $213,469-87.2% | $87,485-68.7% |
| Participation rate | 86.5% | 69.6%+17.0pp | 77.1%+9.4pp | 68.9%+17.6pp |
| Annual return | 13.65% | 17.78%-4.1pp | 20.58%-6.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,012 | $4,750-57.6% | $6,841-70.6% | $4,274-52.9% |
| Admin fee / account holder | $360 | $9,670-96.3% | $27,141-98.7% | $7,775-95.4% |