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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 | $10,706 | $106,524-89.9% | $152,301-93.0% | $87,485-87.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 20.12% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,097 | $6,525-52.5% | $8,004-61.3% | $4,274-27.5% |
| Admin fee / account holder | $840 | $8,287-89.9% | $14,398-94.2% | $7,775-89.2% |