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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 | $20,491 | $81,870-75.0% | $119,622-82.9% | $68,486-70.1% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -17.30% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,782 | $2,692-33.8% | $4,232-57.9% | $2,597-31.4% |
| Participant deferral / active EE | $3,049 | $4,148-26.5% | $5,601-45.6% | $4,028-24.3% |
| Admin fee / account holder | $738 | $6,583-88.8% | $10,328-92.9% | $5,404-86.3% |