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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 | $17,601 | $71,872-75.5% | $86,691-79.7% | $68,495-74.3% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -14.05% | 3.53%-17.6pp | 35.94%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,338 | $2,173-38.4% | $2,837-52.8% | $2,596-48.5% |
| Participant deferral / active EE | $2,359 | $3,779-37.6% | $4,656-49.3% | $4,028-41.4% |
| Admin fee / account holder | $5,614 | $6,112-8.1% | $7,492-25.1% | $5,403+3.9% |