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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 | $8,190 | $77,908-89.5% | $149,696-94.5% | $75,173-89.1% |
| Participation rate | 79.1% | 65.6%+13.5pp | 78.8%+0.3pp | 67.2%+11.9pp |
| Annual return | 14.04% | 31.73%-17.7pp | 134.46%-120.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,142 | $3,411-37.2% | $5,682-62.3% | $4,126-48.1% |
| Admin fee / account holder | $1,129 | $5,950-81.0% | $13,212-91.5% | $5,651-80.0% |