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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 | $6,359 | $53,546-88.1% | $69,884-90.9% | $68,486-90.7% |
| Participation rate | 79.7% | 64.5%+15.2pp | 70.5%+9.3pp | 67.9%+11.8pp |
| Annual return | 12.32% | -13.87%+26.2pp | 190.81%-178.5pp | -7.85%+20.2pp |
| Employer contribution / active EE | $1,497 | $2,019-25.9% | $2,560-41.5% | $2,597-42.4% |
| Participant deferral / active EE | $2,833 | $2,957-4.2% | $3,848-26.4% | $4,028-29.7% |
| Admin fee / account holder | $846 | $4,693-82.0% | $6,266-86.5% | $5,404-84.3% |