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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 | $10,089 | $74,535-86.5% | $100,712-90.0% | $82,637-87.8% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.3%+15.3pp | 68.1%+16.6pp |
| Annual return | 59.49% | 18.92%+40.6pp | 33.27%+26.2pp | 53.51%+6.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,310 | $3,074+7.7% | $4,085-19.0% | $4,126-19.8% |
| Admin fee / account holder | $1,115 | $6,576-83.0% | $9,256-88.0% | $7,339-84.8% |