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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 | $31,657 | $104,098-69.6% | $140,514-77.5% | $94,015-66.3% |
| Participation rate | 77.2% | 73.7%+3.5pp | 77.8%-0.6pp | 70.8%+6.4pp |
| Annual return | 28.19% | 15.14%+13.1pp | 14.36%+13.8pp | 17.84%+10.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,463 | $4,033+60.3% | $4,919+31.4% | $4,249+52.1% |
| Admin fee / account holder | $1,770 | $10,439-83.0% | $13,697-87.1% | $8,951-80.2% |