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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 | $18,026 | $82,674-78.2% | $125,381-85.6% | $68,486-73.7% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,653 | $6,111-40.2% | $7,448-50.9% | $4,028-9.3% |
| Admin fee / account holder | $1,759 | $6,277-72.0% | $10,007-82.4% | $5,404-67.4% |