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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 | $14,973 | $64,716-76.9% | $112,258-86.7% | $68,495-78.1% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -19.41% | -11.40%-8.0pp | 27.47%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,278 | $2,746-17.1% | $3,636-37.4% | $2,596-12.3% |
| Participant deferral / active EE | $4,139 | $3,565+16.1% | $4,728-12.5% | $4,028+2.8% |
| Admin fee / account holder | $1,466 | $5,232-72.0% | $6,411-77.1% | $5,403-72.9% |