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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 | $17,232 | $72,177-76.1% | $115,038-85.0% | $59,633-71.1% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | -1.39% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $3,881 | $2,841+36.6% | $4,608-15.8% | $2,203+76.2% |
| Participant deferral / active EE | $7,269 | $4,783+52.0% | $6,026+20.6% | $3,192+127.8% |
| Admin fee / account holder | $5,966 | $4,927+21.1% | $8,175-27.0% | $4,297+38.9% |