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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 | $12,736 | $48,078-73.5% | $78,676-83.8% | $62,881-79.7% |
| Participation rate | 71.4% | 65.2%+6.2pp | 73.6%-2.1pp | 69.3%+2.1pp |
| Annual return | 7.22% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,924 | $2,015-4.5% | $2,850-32.5% | $2,281-15.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $457 | $3,206-85.8% | $4,510-89.9% | $4,296-89.4% |