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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 | $13,670 | $81,870-83.3% | $119,622-88.6% | $68,486-80.0% |
| Participation rate | 80.9% | 71.9%+9.0pp | 79.3%+1.6pp | 67.9%+13.0pp |
| Annual return | 22.18% | -23.82%+46.0pp | -14.98%+37.2pp | -7.85%+30.0pp |
| Employer contribution / active EE | $1,991 | $2,692-26.0% | $4,232-52.9% | $2,597-23.3% |
| Participant deferral / active EE | $3,002 | $4,148-27.6% | $5,601-46.4% | $4,028-25.5% |
| Admin fee / account holder | $303 | $6,583-95.4% | $10,328-97.1% | $5,404-94.4% |