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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 | $3,789 | $117,846-96.8% | $102,434-96.3% | $145,884-97.4% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 12.39% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,905 | $5,733-66.8% | $5,055-62.3% | $6,690-71.5% |
| Admin fee / account holder | $552 | $13,356-95.9% | $9,462-94.2% | $13,392-95.9% |