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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 | $15,797 | $167,362-90.6% | $143,799-89.0% | $134,532-88.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.80% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,659 | $5,620-70.5% | $4,952-66.5% | $4,741-65.0% |
| Participant deferral / active EE | $3,426 | $6,447-46.9% | $5,638-39.2% | $6,401-46.5% |
| Admin fee / account holder | $608 | $18,094-96.6% | $14,677-95.9% | $11,429-94.7% |