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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 | $5,064 | $67,894-92.5% | $89,340-94.3% | $82,448-93.9% |
| Participation rate | 89.7% | 64.0%+25.6pp | 69.6%+20.1pp | 68.1%+21.6pp |
| Annual return | 16.57% | 19.21%-2.6pp | 20.57%-4.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,232 | $3,072-59.9% | $3,823-67.8% | $4,139-70.2% |
| Admin fee / account holder | $1,739 | $5,723-69.6% | $6,704-74.1% | $7,234-76.0% |