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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 | $95,453-66.8% | $112,040-71.7% | $82,448-61.6% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 28.19% | 23.92%+4.3pp | 24.52%+3.7pp | 41.64%-13.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,463 | $4,224+53.0% | $5,098+26.8% | $4,139+56.1% |
| Admin fee / account holder | $1,770 | $9,013-80.4% | $12,098-85.4% | $7,234-75.5% |