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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 | $40,031 | $33,081+21.0% | $53,690-25.4% | $350,051-88.6% |
| Participation rate | 100.0% | 25.0%+75.0pp | 8.6%+91.4pp | 44.5%+55.5pp |
| Annual return | -13.61% | 0.10%-13.7pp | -4.80%-8.8pp | -14.65%+1.0pp |
| Employer contribution / active EE | $14,731 | $45,650-67.7% | $30,897-52.3% | $46,321-68.2% |
| Participant deferral / active EE | $6,203 | $30+20754.6% | $64+9600.6% | $60+10233.3% |
| Admin fee / account holder | $2,511 | $51,060-95.1% | $40,849-93.9% | $14,582-82.8% |