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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 | $17,546 | $82,678-78.8% | $125,391-86.0% | $68,490-74.4% |
| Participation rate | 94.6% | 75.1%+19.6pp | 82.4%+12.3pp | 67.9%+26.7pp |
| Annual return | -11.00% | -5.97%-5.0pp | 572.41%-583.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,552 | $3,382-24.6% | $4,816-47.0% | $2,597-1.7% |
| Participant deferral / active EE | $5,139 | $6,111-15.9% | $7,448-31.0% | $4,028+27.6% |
| Admin fee / account holder | $1,487 | $6,277-76.3% | $10,009-85.1% | $5,403-72.5% |