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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 | $21,890 | $71,872-69.5% | $86,691-74.7% | $68,495-68.0% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -15.25% | 3.53%-18.8pp | 35.94%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,520 | $2,173-30.1% | $2,837-46.4% | $2,596-41.5% |
| Participant deferral / active EE | $2,106 | $3,779-44.3% | $4,656-54.8% | $4,028-47.7% |
| Admin fee / account holder | $7,172 | $6,112+17.3% | $7,492-4.3% | $5,403+32.7% |