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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 | $4,565 | $81,358-94.4% | $155,556-97.1% | $80,959-94.4% |
| Participation rate | 89.3% | 66.3%+23.1pp | 78.2%+11.1pp | 67.7%+21.7pp |
| Annual return | 21.16% | 33.39%-12.2pp | 64.84%-43.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,518 | $3,455-27.1% | $5,631-55.3% | $4,300-41.5% |
| Admin fee / account holder | $1,146 | $7,994-85.7% | $15,885-92.8% | $6,925-83.5% |