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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 | $10,391 | $67,411-84.6% | $91,004-88.6% | $70,126-85.2% |
| Participation rate | 90.9% | 71.4%+19.5pp | 75.6%+15.3pp | 69.5%+21.4pp |
| Annual return | 21.33% | -40.16%+61.5pp | 4.60%+16.7pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,554 | $1,786-13.0% | $2,456-36.7% | $2,343-33.7% |
| Participant deferral / active EE | $2,406 | $2,823-14.8% | $3,548-32.2% | $3,332-27.8% |
| Admin fee / account holder | $920 | $4,236-78.3% | $5,417-83.0% | $4,645-80.2% |