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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 | $21,481 | $69,977-69.3% | $108,582-80.2% | $62,881-65.8% |
| Participation rate | 75.9% | 72.9%+3.0pp | 79.6%-3.7pp | 69.3%+6.6pp |
| Annual return | 8.88% | 10.73%-1.9pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,245 | $2,135-41.7% | $3,758-66.9% | $2,281-45.4% |
| Participant deferral / active EE | $1,900 | $3,165-40.0% | $4,311-55.9% | $3,203-40.7% |
| Admin fee / account holder | $817 | $5,076-83.9% | $7,645-89.3% | $4,296-81.0% |