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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 | $17,606 | $78,423-77.6% | $95,964-81.7% | $79,856-78.0% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.4pp |
| Annual return | 14.74% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $746 | $1,945-61.6% | $2,541-70.6% | $2,471-69.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $748 | $5,622-86.7% | $6,797-89.0% | $5,306-85.9% |