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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 | $100,784-72.8% | $191,597-85.7% | $82,637-66.9% |
| Participation rate | 86.5% | 70.5%+16.1pp | 76.9%+9.6pp | 68.1%+18.5pp |
| Annual return | 13.65% | 18.13%-4.5pp | 27.07%-13.4pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,012 | $4,937-59.2% | $6,850-70.6% | $4,126-51.2% |
| Admin fee / account holder | $360 | $10,062-96.4% | $22,799-98.4% | $7,339-95.1% |