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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 | $9,837 | $113,941-91.4% | $94,229-89.6% | $125,389-92.2% |
| Participation rate | 73.3% | 82.9%-9.6pp | 78.8%-5.4pp | 83.2%-9.9pp |
| Annual return | 2.32% | 5.29%-3.0pp | 10.68%-8.4pp | 282.24%-279.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,304 | $5,179-55.5% | $4,320-46.7% | $5,352-57.0% |
| Admin fee / account holder | $754 | $8,392-91.0% | $6,269-88.0% | $9,541-92.1% |