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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 | $18,736 | $142,361-86.8% | $119,608-84.3% | $134,509-86.1% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -15.97% | -12.46%-3.5pp | -14.98%-1.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $3,370 | $5,224-35.5% | $4,232-20.4% | $4,741-28.9% |
| Participant deferral / active EE | $6,337 | $6,468-2.0% | $5,601+13.1% | $6,400-1.0% |
| Admin fee / account holder | $1,391 | $13,588-89.8% | $10,326-86.5% | $11,427-87.8% |