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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 | $5,530 | $90,486-93.9% | $78,676-93.0% | $273,972-98.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 2.28% | 75.62%-73.3pp | 62.19%-59.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $865 | $3,175-72.8% | $2,850-69.7% | $4,869-82.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,206 | $5,263-39.1% | $4,510-28.9% | $10,133-68.4% |