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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 | $9,226 | $167,362-94.5% | $143,799-93.6% | $134,532-93.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.48% | 0.47%-17.0pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,424 | $5,620-39.1% | $4,952-30.9% | $4,741-27.8% |
| Participant deferral / active EE | $5,986 | $6,447-7.2% | $5,638+6.2% | $6,401-6.5% |
| Admin fee / account holder | $862 | $18,094-95.2% | $14,677-94.1% | $11,429-92.5% |