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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 | $11,183 | $46,697-76.1% | $117,533-90.5% | $68,486-83.7% |
| Participation rate | 97.7% | 56.8%+40.9pp | 70.6%+27.1pp | 67.9%+29.8pp |
| Annual return | -15.83% | -14.52%-1.3pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,986 | $1,506+31.9% | $4,179-52.5% | $2,597-23.5% |
| Participant deferral / active EE | $3,111 | $2,637+17.9% | $4,072-23.6% | $4,028-22.8% |
| Admin fee / account holder | $1,327 | $4,023-67.0% | $5,647-76.5% | $5,404-75.4% |