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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 | $9,843 | $64,311-84.7% | $57,356-82.8% | $125,389-92.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | -0.06% | 25.14%-25.2pp | 24.41%-24.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,493 | $3,846-61.2% | $3,162-52.8% | $5,352-72.1% |
| Admin fee / account holder | $2,312 | $5,243-55.9% | $3,357-31.1% | $9,541-75.8% |