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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 | $18,939 | $70,002-72.9% | $115,038-83.5% | $52,331-63.8% |
| Participation rate | 77.7% | 72.1%+5.6pp | 81.4%-3.7pp | 68.1%+9.6pp |
| Annual return | -0.51% | 4.04%-4.5pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,938 | $2,715+8.2% | $4,608-36.2% | $1,882+56.1% |
| Participant deferral / active EE | $4,958 | $4,920+0.8% | $6,026-17.7% | $3,022+64.0% |
| Admin fee / account holder | $4,005 | $566+607.5% | $8,175-51.0% | $592+576.9% |