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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 | $27,105 | $131,835-79.4% | $108,582-75.0% | $273,970-90.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.24% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,651 | $4,913-66.4% | $3,758-56.1% | $4,869-66.1% |
| Participant deferral / active EE | $4,597 | $5,127-10.4% | $4,311+6.6% | $5,287-13.1% |
| Admin fee / account holder | $2,548 | $10,253-75.2% | $7,645-66.7% | $10,132-74.9% |