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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 | $11,524 | $91,911-87.5% | $68,612-83.2% | $135,380-91.5% |
| Participation rate | 70.0% | 76.7%-6.7pp | 72.2%-2.2pp | 82.6%-12.6pp |
| Annual return | 2.34% | -8.22%+10.6pp | -4.63%+7.0pp | 519.81%-517.5pp |
| Employer contribution / active EE | $941 | $3,924-76.0% | $2,625-64.1% | $4,779-80.3% |
| Participant deferral / active EE | $1,522 | $4,315-64.7% | $3,311-54.0% | $5,609-72.9% |
| Admin fee / account holder | $13,732 | $9,240+48.6% | $5,131+167.6% | $10,828+26.8% |