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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 | $11,486 | $140,578-91.8% | $100,671-88.6% | $125,389-90.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -1.03% | 24.67%-25.7pp | 20.43%-21.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,213 | $5,965-79.7% | $4,012-69.8% | $4,866-75.1% |
| Participant deferral / active EE | $6,412 | $3,981+61.1% | $3,144+104.0% | $5,352+19.8% |
| Admin fee / account holder | $1,665 | $6,716-75.2% | $4,850-65.7% | $9,541-82.5% |