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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 | $6,550 | $57,828-88.7% | $117,039-94.4% | $70,126-90.7% |
| Participation rate | 95.5% | 67.1%+28.3pp | 77.2%+18.3pp | 69.5%+25.9pp |
| Annual return | 20.15% | 17.55%+2.6pp | 18.95%+1.2pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,346 | $2,438-3.8% | $3,929-40.3% | $3,332-29.6% |
| Admin fee / account holder | $1,196 | $3,548-66.3% | $5,974-80.0% | $4,645-74.3% |