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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 | $23,931 | $181,896-86.8% | $156,551-84.7% | $273,972-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.38% | 30.74%-10.4pp | 32.23%-11.8pp | 41.46%-21.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,154 | $5,550-7.1% | $4,871+5.8% | $5,287-2.5% |
| Admin fee / account holder | $596 | $15,560-96.2% | $13,028-95.4% | $10,133-94.1% |