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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 | $13,928 | $124,425-88.8% | $112,040-87.6% | $137,256-89.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 12.61% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,353 | $3,411-60.3% | $2,954-54.2% | $4,156-67.4% |
| Participant deferral / active EE | $2,975 | $5,718-48.0% | $5,098-41.6% | $6,407-53.6% |
| Admin fee / account holder | $54,993 | $15,207+261.6% | $12,098+354.6% | $12,270+348.2% |