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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 | $24,984 | $72,404-65.5% | $110,243-77.3% | $64,173-61.1% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.8pp |
| Annual return | -4.72% | -6.29%+1.6pp | 314.76%-319.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,029 | $2,282-54.9% | $3,827-73.1% | $2,381-56.8% |
| Participant deferral / active EE | $3,516 | $3,469+1.3% | $4,672-24.7% | $3,470+1.3% |
| Admin fee / account holder | $3,611 | $5,664-36.3% | $8,548-57.8% | $4,887-26.1% |