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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 | $26,911 | $82,028-67.2% | $123,105-78.1% | $59,633-54.9% |
| Participation rate | 94.2% | 83.2%+11.0pp | 86.8%+7.4pp | 68.7%+25.5pp |
| Annual return | 20.93% | 5.12%+15.8pp | 13.22%+7.7pp | 2041.45%-2020.5pp |
| Employer contribution / active EE | $1,344 | $3,297-59.2% | $5,151-73.9% | $2,203-39.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,782 | $5,879-52.7% | $9,014-69.1% | $4,297-35.3% |