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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 | $8,021 | $57,140-86.0% | $85,240-90.6% | $80,959-90.1% |
| Participation rate | 97.0% | 56.4%+40.6pp | 67.5%+29.5pp | 67.7%+29.3pp |
| Annual return | 37.97% | 21.71%+16.3pp | 66.75%-28.8pp | 35.67%+2.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,237 | $3,115-28.2% | $4,527-50.6% | $4,300-48.0% |
| Admin fee / account holder | $1,163 | $4,992-76.7% | $6,165-81.1% | $6,925-83.2% |