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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 | $11,957 | $43,730-72.7% | $121,220-90.1% | $64,173-81.4% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.8%+3.2pp | 69.6%+5.4pp |
| Annual return | -4.22% | 68.94%-73.2pp | 16.94%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,022 | $1,297-21.2% | $4,023-74.6% | $2,381-57.1% |
| Participant deferral / active EE | $1,951 | $2,281-14.5% | $3,345-41.7% | $3,470-43.8% |
| Admin fee / account holder | $2,677 | $3,502-23.6% | $5,021-46.7% | $4,887-45.2% |