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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 | $77,574-87.0% | $108,753-90.7% | $86,983-88.4% |
| Participation rate | 84.6% | 62.3%+22.3pp | 71.1%+13.5pp | 69.5%+15.1pp |
| Annual return | 59.49% | 18.42%+41.1pp | 37.47%+22.0pp | 25.83%+33.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,310 | $3,128+5.8% | $4,115-19.6% | $4,194-21.1% |
| Admin fee / account holder | $1,115 | $6,529-82.9% | $10,320-89.2% | $7,856-85.8% |