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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 | $15,738 | $117,829-86.6% | $102,423-84.6% | $145,877-89.2% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 23.45% | 31.83%-8.4pp | 29.42%-6.0pp | 551.28%-527.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,164 | $5,732-62.3% | $5,054-57.2% | $6,691-67.7% |
| Admin fee / account holder | $1,691 | $13,335-87.3% | $9,455-82.1% | $13,402-87.4% |