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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 | $26,816 | $86,940-69.2% | $102,434-73.8% | $80,935-66.9% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.7%+12.8pp |
| Annual return | 16.24% | 18.89%-2.7pp | 29.46%-13.2pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,249 | $4,121+148.7% | $5,055+102.8% | $4,299+138.4% |
| Admin fee / account holder | $2,140 | $8,047-73.4% | $9,462-77.4% | $6,924-69.1% |