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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 | $36,918 | $142,972-74.2% | $214,702-82.8% | $86,983-57.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 87.5%0pp | 69.5%+18.0pp |
| Annual return | 12.92% | 18.49%-5.6pp | 54.55%-41.6pp | 25.83%-12.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,235 | $6,568-50.7% | $9,147-64.6% | $4,194-22.9% |
| Admin fee / account holder | $4,931 | $17,617-72.0% | $19,830-75.1% | $7,856-37.2% |