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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 | $16,713 | $110,083-84.8% | $151,645-89.0% | $68,490-75.6% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | 4.56% | -10.12%+14.7pp | 3.34%+1.2pp | -7.85%+12.4pp |
| Employer contribution / active EE | $1,880 | $4,470-57.9% | $6,165-69.5% | $2,597-27.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,025 | $7,718-73.8% | $11,614-82.6% | $5,403-62.5% |