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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 | $24,955 | $87,132-71.4% | $105,624-76.4% | $80,959-69.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.7%+18.0pp |
| Annual return | 12.04% | 17.03%-5.0pp | 116.20%-104.2pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,092 | $3,985-47.5% | $5,013-58.3% | $4,300-51.4% |
| Admin fee / account holder | $5,322 | $8,449-37.0% | $10,961-51.4% | $6,925-23.1% |