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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 | $17,063 | $94,529-81.9% | $140,019-87.8% | $64,181-73.4% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -0.16% | 7.77%-7.9pp | 651.15%-651.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,671 | $3,812-29.9% | $5,605-52.3% | $2,381+12.2% |
| Participant deferral / active EE | $3,468 | $5,250-33.9% | $6,927-49.9% | $3,4700% |
| Admin fee / account holder | $632 | $6,741-90.6% | $10,705-94.1% | $4,887-87.1% |