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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 | $12,856 | $167,353-92.3% | $143,797-91.1% | $134,545-90.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.80% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,181 | $5,620-61.2% | $4,952-56.0% | $4,742-54.0% |
| Participant deferral / active EE | $4,939 | $6,447-23.4% | $5,638-12.4% | $6,401-22.8% |
| Admin fee / account holder | $823 | $18,096-95.5% | $14,679-94.4% | $11,431-92.8% |