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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 | $22,791 | $181,896-87.5% | $156,551-85.4% | $273,972-91.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 12.97% | 30.74%-17.8pp | 32.23%-19.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,079 | $5,550-26.5% | $4,871-16.3% | $5,287-22.8% |
| Admin fee / account holder | $3,180 | $15,560-79.6% | $13,028-75.6% | $10,133-68.6% |