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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 | $11,655 | $71,872-83.8% | $86,691-86.6% | $68,495-83.0% |
| Participation rate | 80.6% | 72.2%+8.3pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | -16.75% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,534 | $2,173+16.6% | $2,837-10.7% | $2,596-2.4% |
| Participant deferral / active EE | $5,306 | $3,779+40.4% | $4,656+14.0% | $4,028+31.7% |
| Admin fee / account holder | $1,611 | $6,112-73.6% | $7,492-78.5% | $5,403-70.2% |