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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 | $7,167 | $91,179-92.1% | $178,499-96.0% | $79,852-91.0% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.5pp | 69.6%+24.8pp |
| Annual return | 13.91% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,943 | $3,236-40.0% | $5,202-62.7% | $3,740-48.1% |
| Admin fee / account holder | $3,774 | $6,749-44.1% | $13,986-73.0% | $5,306-28.9% |