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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 | $18,630 | $67,602-72.4% | $82,312-77.4% | $70,126-73.4% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,493 | $1,755-14.9% | $2,428-38.5% | $2,343-36.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,101 | $4,512-75.6% | $5,608-80.4% | $4,645-76.3% |