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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 | $21,711 | $69,977-69.0% | $108,582-80.0% | $62,881-65.5% |
| Participation rate | 78.1% | 72.9%+5.2pp | 79.6%-1.4pp | 69.3%+8.8pp |
| Annual return | 6.36% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,871 | $2,135+34.5% | $3,758-23.6% | $2,281+25.9% |
| Participant deferral / active EE | $3,894 | $3,165+23.0% | $4,311-9.7% | $3,203+21.6% |
| Admin fee / account holder | $692 | $5,076-86.4% | $7,645-90.9% | $4,296-83.9% |