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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 | $17,690 | $153,311-88.5% | $109,313-83.8% | $273,972-93.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | 4.86% | 29.86%-25.0pp | 22.07%-17.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $450 | $3,932-88.5% | $3,166-85.8% | $5,287-91.5% |
| Admin fee / account holder | $9,184 | $8,076+13.7% | $5,666+62.1% | $10,133-9.4% |