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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 | $32,662 | $104,098-68.6% | $140,514-76.8% | $94,015-65.3% |
| Participation rate | 74.1% | 73.7%+0.4pp | 77.8%-3.7pp | 70.8%+3.3pp |
| Annual return | 18.25% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,852 | $4,033-54.1% | $4,919-62.4% | $4,249-56.4% |
| Admin fee / account holder | $795 | $10,439-92.4% | $13,697-94.2% | $8,951-91.1% |