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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 | $7,678 | $73,978-89.6% | $96,515-92.0% | $75,173-89.8% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 19.46% | 26.72%-7.3pp | 35.73%-16.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,153 | $3,660-41.2% | $4,880-55.9% | $4,126-47.8% |
| Admin fee / account holder | $601 | $5,219-88.5% | $6,735-91.1% | $5,651-89.4% |