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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 | $5,442 | $93,617-94.2% | $135,982-96.0% | $75,177-92.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 31.54% | 30.89%+0.7pp | 68.32%-36.8pp | 160.75%-129.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,323 | $6,406-48.1% | $7,760-57.2% | $4,126-19.5% |
| Admin fee / account holder | $612 | $6,980-91.2% | $10,767-94.3% | $5,651-89.2% |