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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 | $13,846 | $84,482-83.6% | $125,363-89.0% | $66,930-79.3% |
| Participation rate | 83.5% | 76.4%+7.1pp | 82.4%+1.1pp | 69.8%+13.7pp |
| Annual return | -1.71% | -8.49%+6.8pp | 572.15%-573.9pp | 1.57%-3.3pp |
| Employer contribution / active EE | $1,875 | $3,553-47.2% | $4,815-61.0% | $2,545-26.3% |
| Participant deferral / active EE | $4,770 | $6,782-29.7% | $7,447-35.9% | $4,238+12.6% |
| Admin fee / account holder | $1,619 | $685+136.4% | $10,005-83.8% | $593+172.9% |