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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 | $17,420 | $64,719-73.1% | $112,249-84.5% | $68,486-74.6% |
| Participation rate | 85.0% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $5,006 | $2,747+82.2% | $3,636+37.7% | $2,597+92.8% |
| Participant deferral / active EE | $1,532 | $3,565-57.0% | $4,729-67.6% | $4,028-62.0% |
| Admin fee / account holder | $2,307 | $5,232-55.9% | $6,412-64.0% | $5,404-57.3% |