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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 | $248,195 | $266,915-7.0% | $319,010-22.2% | $349,369-29.0% |
| Participation rate | 85.7% | 55.4%+30.3pp | 47.0%+38.7pp | 44.4%+41.3pp |
| Annual return | -6.17% | 12.39%-18.6pp | 10.22%-16.4pp | -14.65%+8.5pp |
| Employer contribution / active EE | $65,734 | $53,662+22.5% | $51,205+28.4% | $46,321+41.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $453 | $9,726-95.3% | $10,810-95.8% | $14,582-96.9% |