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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 | $15,154 | $56,339-73.1% | $104,301-85.5% | $68,486-77.9% |
| Participation rate | 76.9% | 63.3%+13.7pp | 73.3%+3.7pp | 67.9%+9.0pp |
| Annual return | -15.59% | -9.19%-6.4pp | 24.61%-40.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,219 | $1,960-37.8% | $3,373-63.9% | $2,597-53.1% |
| Participant deferral / active EE | $2,590 | $3,077-15.8% | $4,626-44.0% | $4,028-35.7% |
| Admin fee / account holder | $1,225 | $4,902-75.0% | $7,340-83.3% | $5,404-77.3% |