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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 | $95,404-66.8% | $113,397-72.1% | $82,637-61.7% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 28.19% | 19.08%+9.1pp | 23.20%+5.0pp | 53.51%-25.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,463 | $4,220+53.2% | $5,076+27.3% | $4,126+56.6% |
| Admin fee / account holder | $1,770 | $9,168-80.7% | $11,957-85.2% | $7,339-75.9% |