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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 | $18,702 | $167,503-88.8% | $151,627-87.7% | $134,493-86.1% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-4.0pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $4,434 | $6,829-35.1% | $6,166-28.1% | $4,740-6.4% |
| Participant deferral / active EE | $9,585 | $8,985+6.7% | $8,363+14.6% | $6,400+49.8% |
| Admin fee / account holder | $1,211 | $13,777-91.2% | $11,612-89.6% | $11,425-89.4% |