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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 | $8,934 | $71,878-87.6% | $86,698-89.7% | $68,486-87.0% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -13.75% | 3.53%-17.3pp | 35.95%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,273 | $2,173-41.4% | $2,837-55.1% | $2,597-51.0% |
| Participant deferral / active EE | $3,134 | $3,779-17.1% | $4,656-32.7% | $4,028-22.2% |
| Admin fee / account holder | $4,466 | $6,113-26.9% | $7,493-40.4% | $5,404-17.4% |