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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 | $6,498 | $77,638-91.6% | $156,551-95.8% | $62,881-89.7% |
| Participation rate | 72.5% | 71.2%+1.3pp | 84.0%-11.6pp | 69.3%+3.2pp |
| Annual return | 6.90% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,216 | $3,046-60.1% | $4,871-75.0% | $3,203-62.0% |
| Admin fee / account holder | $660 | $5,561-88.1% | $13,028-94.9% | $4,296-84.6% |