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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 | $15,891 | $71,878-77.9% | $86,698-81.7% | $68,486-76.8% |
| Participation rate | 71.7% | 72.2%-0.6pp | 76.6%-4.9pp | 67.9%+3.8pp |
| Annual return | -12.28% | 3.53%-15.8pp | 35.95%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,924 | $2,173-11.5% | $2,837-32.2% | $2,597-25.9% |
| Participant deferral / active EE | $2,245 | $3,779-40.6% | $4,656-51.8% | $4,028-44.3% |
| Admin fee / account holder | $2,324 | $6,113-62.0% | $7,493-69.0% | $5,404-57.0% |