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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 | $23,144 | $65,704-64.8% | $94,229-75.4% | $59,633-61.2% |
| Participation rate | 77.2% | 72.1%+5.1pp | 78.8%-1.6pp | 68.7%+8.5pp |
| Annual return | -1.00% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,119 | $3,143-32.6% | $4,320-51.0% | $3,192-33.6% |
| Admin fee / account holder | $516 | $4,265-87.9% | $6,269-91.8% | $4,297-88.0% |