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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 | $13,165 | $71,878-81.7% | $86,698-84.8% | $68,486-80.8% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -16.13% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,802 | $2,173-17.1% | $2,837-36.5% | $2,597-30.6% |
| Participant deferral / active EE | $2,933 | $3,779-22.4% | $4,656-37.0% | $4,028-27.2% |
| Admin fee / account holder | $3,426 | $6,113-43.9% | $7,493-54.3% | $5,404-36.6% |