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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 | $13,021 | $72,492-82.0% | $87,104-85.1% | $72,975-82.2% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 35.41% | 24.46%+11.0pp | 28.19%+7.2pp | 81.01%-45.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,085 | $3,270+86.1% | $4,048+50.3% | $3,608+68.7% |
| Admin fee / account holder | $3,781 | $5,055-25.2% | $7,491-49.5% | $5,124-26.2% |