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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 | $10,315 | $81,870-87.4% | $119,634-91.4% | $68,490-84.9% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -17.62% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,083 | $4,148-25.7% | $5,601-45.0% | $4,028-23.5% |
| Admin fee / account holder | $5,539 | $6,583-15.9% | $10,329-46.4% | $5,403+2.5% |