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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 | $10,406 | $106,749-90.3% | $145,433-92.8% | $82,448-87.4% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 24.06% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,839 | $6,519-56.5% | $7,897-64.1% | $4,139-31.4% |
| Admin fee / account holder | $1,722 | $8,390-79.5% | $13,129-86.9% | $7,234-76.2% |