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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 | $14,493 | $59,834-75.8% | $79,576-81.8% | $68,495-78.8% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | -17.05% | -12.30%-4.8pp | 0.15%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,667 | $1,505+10.7% | $2,413-30.9% | $2,596-35.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,744 | $4,835-43.3% | $6,834-59.9% | $5,403-49.2% |