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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 | $8,069 | $95,895-91.6% | $79,576-89.9% | $134,509-94.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -17.20% | -2.72%-14.5pp | 0.15%-17.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,343 | $3,128-25.1% | $2,413-2.9% | $4,741-50.6% |
| Participant deferral / active EE | $2,588 | $4,693-44.9% | $3,985-35.1% | $6,400-59.6% |
| Admin fee / account holder | $444 | $9,129-95.1% | $6,834-93.5% | $11,427-96.1% |