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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 | $5,961 | $77,638-92.3% | $156,551-96.2% | $62,881-90.5% |
| Participation rate | 82.7% | 71.2%+11.5pp | 84.0%-1.3pp | 69.3%+13.4pp |
| Annual return | 7.77% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,331 | $3,046-23.5% | $4,871-52.1% | $3,203-27.2% |
| Admin fee / account holder | $415 | $5,561-92.5% | $13,028-96.8% | $4,296-90.3% |