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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 | $15,372 | $72,027-78.7% | $185,861-91.7% | $79,856-80.8% |
| Participation rate | 97.6% | 65.8%+31.8pp | 78.0%+19.5pp | 69.6%+27.9pp |
| Annual return | 12.38% | 23.13%-10.7pp | 35.96%-23.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $746 | $1,965-62.1% | $4,088-81.8% | $2,471-69.8% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,528 | $4,513-66.1% | $9,503-83.9% | $5,306-71.2% |