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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 | $22,499 | $132,310-83.0% | $105,754-78.7% | $273,972-91.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 7.33% | 10.08%-2.8pp | 12.25%-4.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,900 | $6,233-5.3% | $5,326+10.8% | $5,287+11.6% |
| Admin fee / account holder | $608 | $12,036-94.9% | $8,309-92.7% | $10,133-94.0% |