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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 | $23,499 | $71,878-67.3% | $86,698-72.9% | $68,486-65.7% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.3pp | 67.9%+11.0pp |
| Annual return | -13.20% | 3.53%-16.7pp | 35.95%-49.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,199 | $2,173+1.2% | $2,837-22.5% | $2,597-15.3% |
| Participant deferral / active EE | $4,208 | $3,779+11.4% | $4,656-9.6% | $4,028+4.5% |
| Admin fee / account holder | $2,930 | $6,113-52.1% | $7,493-60.9% | $5,404-45.8% |